Software Basics

Contact Lifecycle

• Managing Sponsor Linked Accounts

Enrollments / Payments

• Earned Performance Fee Control
• How to Search for a Transaction
• ACH Return Codes
• ACH Return Rates
• Add a Payment
• Authorization for ACH Client Debit Transactions

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FAQ

• Frequently Asked Questions
• How to Add and Edit Creditors
• How to Add and Edit Users
• How to Take Screenshots or Capture a Video
• How to Merge Creditors
• System Performance

Tasks

• Setting Up Task Items
• Task Round Robin Assignment System
• Task Settings
• Tracking Debt Updates Using Debt IDs

Working with Documents

• Document Packages
• Tracking Signed Contract Versions
• Adding a Hyperlink to a Template
• Adding and editing an image to a template
• Adding attachments to email templates
• Creating Document Templates with PDF Builder

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