Accounts – Open Items
Path: Account->Open Items The ‘Open Items’ are brought in from the backend system. If you have ‘Account Edit’ permissions, you can enter comments again on the open items. Payments can be affected from this point,
Accounts – Contacts – Portal user reset
Path: Account->details->contacts To reset the client portal credentials of a portal user, change the “Access customer portal” to “N” then “Update” then reenter the contact and change the field to “Yes”. New credentials will automatically be sent.
Accounts – Contacts
Path: Account->details->contacts This part shows the contacts for the account. Contacts are used to store contact information for the account. You can click on the ‘First’ or ‘Last’ name of a contact to view the contact details. Depending on your ‘Account’ permissions, you can create, edit or delete contacts. A…
Accounts – Details – data load
Path: Account->details This part shows account information that has been uploaded from your backend system.
Accounts – Details
Path: Account->details This part shows the ‘Kuhlekt maintained fields’, and enables them to be edited. The ‘Account status’ and the ‘Collector assigned’ are also shown. The ‘Account status’ is a text field generated by the system to show the overall status of the account, ie; “Legal appointment”, or “PTP open”,…
Accounts – Graphs
Path: Account->details This part shows the graphs. You can select to view a ‘Balance’, a ‘Sales’, or a ‘DSO’ graph. If the account is part of a group, the graph can display data for only the ‘Account’ of for all the accounts in the ‘Group’. The ‘Balance’ data is created…