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Video Training Manual 2016 - Click Here This is where you search for an existing interaction type.  Webatar > Configurations > Interaction Types Name Search by interaction name Description Search by interaction description

Video Training Manual 2016 -  Click Here This is used to make notes of different types of customer interactions for example business meetings, telephone calls and support calls, etc. You can add new or edit an existing interaction type here The change in po...

 CRM Module > Configuration > Support Log ticket Setup Search Search the available list of created items Add Click Add to add a new support log ticket function Edit Click edit to amend the support log ticket item Cancel Impor...

To edit or add a new support log task follow this path CRM Module >Configuration >Support log Setup Tasks Status Root Cause Defaults   Add Sub Task Sub Task Code Enter a  Sub Task Code Sub Task ...

Webatar > Activity > Support logs  This is where the various statuses of the support log system is updated. Statuses can be color coded and one of them can be set as a default    Status sections can be deactivated should you have historical statuses. The ...

This is where the user creates a new Website Support Groups or search for an existing one. CRM Module> Configuration> Website Support Groups. If no filter options are selected all Website Support Groups records are displayed on the gird. Group Cod...

This is where the user adds or edits a Website Support Group. CRM Module> Configuration> Website Support Groups> Add/ Edit Button Group Code Enter Group Code Group Description Enter Group Description Sequence No Enter Sequence number of ...

This is where the user creates a new Website Support Form or search for an existing one. If you don't put anything on the search criteria, all support forms will appear Webatar > Configuration > Website Support Forms Video training manual - Click Here ...

 This function allows you to Add/Edit or Deleted the Website Support Form Webatar > Configuration > Website Support Forms   Code Enter Website Support Form Code Description Enter Website Support Form Code description Sequence No Enter in ...

Video Training Manual 2016 - Click Here The Time logging setup is done under the contract maintenance menu There are 3 setups required: The contract The tasks Service items Billing Rates Once these have been setup, you will need to link these to one...

Billing Rate Adding Billing Rate   Contract Task Adding Contract Task   Contract This is where the contract between the provider of a service and the user’ details is created. It has five tabs and four buttons Detail Tab – The co...

 The file to be imported must be in a CSV format. Click on the Select Files… button to open the navigate window allowing the user to navigate to the file to be imported. Once the desired file has been located either double click on the file or click the Op...

Expense setup allows you to create expenses to be used by your team for GRV and Journal transactions CRM Module> Configuration> Expense Setup Expense Category Expense category allows you to create a main group for the expense   Code Descrip...

Job Costing >Configuration>Check Sheet Template Setup   Before setting up a Check Sheet Templates; answer the following questions: • What do you want to call the check sheet? • List all the items for the check sheet • Categorize the items you have liste...

JOB Costing Pre Inspection Check Sheet  This manual describes how to create and maintain a Pre Inspection Checksheet. The Pre Inspection Checksheet is created from the Check Sheet Template     Navigation Ribbon consists of 5 buttons, a drop down menu and ...

Time Tracker Allow the user to set up different start and end times for Lunch/tea. Video training manual 2016 - Click Here  CRM>Configuration>Time Tracker Config> Time Tracker Tab Time Tracker Configuration has moved from System Configuration module to CR...

Webatar > Activity> User dashboard  Purpose: The User dashboard was designed to give easy access to documents. The dashboard will show the user the last records that they opened and can be filtered by document type. Controls: Document Type Combo Box: Giv...

Allows the user to search, add, edit and delete pre-inspection checksheets CRM Module> Activity> Pre Inspection Check List Document Number Enter a document number you wish to search for Description Enter a description specific to the document ...

A support request search entails the list of requests sent through from the Website Support This is where they will be listed in the system Normally all our command ribbons are at the top of the screen in WebAccounting When you click on the Search Button ...

Dashboard Tab Detailed Tab Custom Fields Tab Calendar Tab