Portal Customer Users Setup - Revision history

Ascentadmin at 15:41, 27 September 2024

2024-09-27T15:41:01Z

Ascentadmin at 15:32, 27 September 2024

2024-09-27T15:32:31Z

Ascentadmin: Created page with "{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" |- | colspan="4" | AgreeProfitReport.jpg |- | colspan="4" style="width: 265..."

2024-09-27T14:58:37Z

Created page with "{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;" |- | colspan="4" | AgreeProfitReport.jpg |- | colspan="4" style="width: 265..."

New page

{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
|-
| colspan="4" | [[File:AgreeProfitReport.jpg|AgreeProfitReport.jpg]]
|-
| colspan="4" style="width: 265px;" |  
|-
| colspan="4" | [[File:AgreeProfitReport1.jpg|AgreeProfitReport2.jpg]]
|-
| class="navigationTitles" colspan="4" | Navigation
|-
| colspan="4" style="width: 265px;" | Menu > Reports > Agreement Profitability Report
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Provides profitability for agreements using the following filter criteria.
|-
| colspan="4" style="width: 265px;" | • Billed Status
|-
| colspan="4" style="width: 265px;" | • Agreement Start Date
|-
| colspan="4" style="width: 265px;" | • Transaction Date
|-
| colspan="4" style="width: 265px;" | • Agreement Begin Date or Agreement Anniversary Date
|-
| class="headerMainTitles" colspan="4" | Advanced Filters
|-
| colspan="4" style="width: 265px;" | [[Glossary#AgreementType|Agreement Type]]
|-
| colspan="4" style="width: 265px;" | [[Glossary#agreements_Number|Agreement Number]]
|-
| colspan="4" style="width: 265px;" |  
|}

@@ Line 2: / Line 2: @@
 {| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 |-
-| colspan="4" | [[File:CP_CustomerUserSetup.jpg|CP_CustomerUserSetup.jpgAgreeProfitReport.jpg]]
+| colspan="4" | [[File:CP CustomerUserSetup.jpg|CP_CustomerUserSetup.jpg]]
 |-
 | colspan="4" style="width: 265px;" | &nbsp;
@@ Line 8: / Line 8: @@
 | class="navigationTitles" colspan="4" | Navigation
 |-
-| colspan="4" style="width: 265px;" | Menu > Search > Customers > Select Customer > Edit button > Portal Settings Tab
+| colspan="4" style="width: 265px;" | Menu > Search > Customers > Select Customer > Click the Edit button > Portal Settings Tab
 |-
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Used to setup the customers user login information. When the Job Add checkbox is checked, the customer's portal user will be able to enter a new job request.
+| colspan="4" style="width: 265px;" | Used to setup the customer's user login information. When the Job Add checkbox is checked, the customer's portal user will be able to enter a new job request.
 |-
 | colspan="4" style="width: 265px;" | &nbsp;
 |}