Tracey Smith
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Activity overview
Latest activity by Tracey Smith-
Tracey Smith created an article,
Bulk call note interface
The bulk call note interface is used to bulk import call notes. Once imported, itvwill add a call or activity to each of the listed accounts. Save a csv file in the correct format in your "Interfac...
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Tracey Smith created an article,
Edit an address
An address is stored against contacts and can be one of: A street address A postal address - the invoice uses the billing contact’s address Work address To edit an address locate your contact, cl...
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Tracey Smith created an article,
MyAccount - white label
MyAccount's white-label customer portal allows you to easily brand the portal as your own. It’s customisable to reflect your business identity, giving you a seamless, branded experience for your cu...
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Tracey Smith created an article,
Building - Building report
The Buildings report displays all information relevant to each building. FILTERS There are no filters. COLUMNS Building Network name Building Billing Day Defulaty Bill Cycle Active Off Market Sit...
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Tracey Smith created an article,
Building - Site Status report
The Building Site Status report displays the status of each building. It can be run from the Reports menu, Buildings at any time. FILTERS There are no filters. COLUMNS Site Code Site Name Produ...
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Tracey Smith created an article,
Building - Price plan report
The Building Price Plan displays price plans have been mapped against each building. FILTERS This report can be filtered by buildings. COLUMNS Building Code Building Description Product Type ...
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Tracey Smith created an article,
The Basics - Alerts and Notes
Don't let critical messages slip through the cracks anymore. Elevate your game and never miss an important message again. Other useful resources: Alerts and Notes What is an alert
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Tracey Smith created an article,
The Basics - Managing Your Activities
Feeling buried under a mountain of tasks? Ultmate's My Activities widget can dig you out. Other useful resources: Managing your activities Calls and activities - add Calls and activities -...
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Tracey Smith created an article,
Adjustment - edit
Adjustments (also known as journals) can be viewed and edited from the Maintenance menu Adjustments. To edit an adjustment, click the edit icon. Select the adjustment you wish to edit from the ...
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Tracey Smith created an article,
Compliance - Customer Family Harm Report
The Customer Family Harm report selects all records of customers with Family Harm status. It can be run at any time from the Reports menu, Compliance and select Compliance - Customer Family Harm Re...