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Region – Activity Templates – Setup

To improve processes and to record, email, SMS and make notes you can create templates to simplify creating outbound emails, on creating an email, note, SMS or phone call from within Timeline an option exists on each to select “Use a template” a modal will appear with a selection list,…
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User – Set up – Overall scope (Regions)

The ‘Overall scope (Regions)’ is used to assign regions to users. A user only has access to accounts in regions assigned to them. In fact, the user is completely unaware of regions not assigned to them. To assign a region to the user; select the region from the selection list.…
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Statements – Setup – Account Details

Provides a detailed view of how all the accounts in a region are set up for each account. It shows if the account has been set up for statements, and the type of statement, i.e., email or post. It shows the email and post details and will show any errors…
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Statements – Batch Delete – Dashboard

To delete the last statement batch, go to  Communications->Statements->Statement dashboard Select the region Click on ‘Delete last batch’, which takes you to the ‘Delete batch’ page From the ‘Delete batch’ Select ‘Yes’ or ‘No’ for ‘Proceed with deleting batch’ Click on the ‘Submit’ button A ‘Statement’ batch job (ref Batch…
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Statements – Create – Dashboard

Navigate to the Dashboard at Communications->Statements->Statement dashboard When creating a statement batch, Select the region Click on ‘Create new batch’, which takes you to the ‘Create new batch’ page From the ‘Create new batch’ Select ‘Yes’ or ‘No’ Automatically close batch If the batch is set to No the batch…
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Statements – Setup – Account

  Prior to running statements for the first time, you need to setup a ‘Statement letter template’, which is used to generate the statements. The template is setup using a built-in text editor, where you can setup the statement in any format you like. You use keywords, which are used…
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