Tracey Smith

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Activity overview

Latest activity by Tracey Smith
  • Tracey Smith created an article,

    Add a bond

    If your customer is required to pay a bond click on the Accounts Receivable menu, then select Transaction List. Choose Add Adjustment from the Other Actions button.  Select Bond Charged as the adju...

  • Tracey Smith created an article,

    Add a new customer

    Ask your customer: Their full name The building and property they are moving into If they have been a customer previously With this information, you'll need to check if the customer is a new cust...

  • Tracey Smith created an article,

    Add ons - Zendesk ticket report

    The Zendesk Ticket report provides you with a list of all support tickets logged in your Zendesk application. A nightly process runs to match your Zendesk Support tickets to your customers in CRM. ...

  • Tracey Smith created an article,

    Add ons - Ezidebit payment report

    The Ezidebit Payment report provides you with a list of all payment received.  It can be run at any time from the reports menu.   FILTERS This report can be filtered by: Start dateEnd dateMonth  

  • Tracey Smith created an article,

    Buildings - close

    Buildings (also known as sites or network nodes) are an important part of Utilmate and impact most reporting and default pricing for customers. To close a building, go to the Maintenance menu and s...

  • Tracey Smith created an article,

    Add a meter and read

    In this lab, we'll show you how to add a meter and read. If you have meters in another system or spreadsheet that you wish to import, you can bulk import them into Utilmate using a csv file*. *Not ...

  • Tracey Smith created an article,

    Report schedules - view

    Report schedules can be viewed from the Maintenance menu.  

  • Tracey Smith created an article,

    Letters, Emails and SMS - bulk send SMS

    Quickly and easily create and send SMS messages to groups. To send a bulk SMS message, go to the Maintenance menu and select Letters, Emails and SMS. Click on the Bulk Send wizard Send a bulk emai...

  • Tracey Smith created an article,

    Letters, Emails and SMS - bulk send merge template

    Quickly and easily create and send an email message to groups. To send a bulk merge template message, go to the Maintenance menu and select Letters, Emails and SMS. Click on the Bulk Send wizard S...

  • Tracey Smith created an article,

    Letters, Emails and SMS - bulk send email

    Quickly and easily create and send email messages to groups. To send a bulk email message, go to the Maintenance menu and select Letters, Emails and SMS. Click on the Bulk Send wizard Send a bulk ...