Support

Monthly Invoices and Payment Methods 8

• What payment methods do you accept?
• How do I view my invoices inside my CRM account?
• Problems accessing invoices
• Can you change the email address of who receives the Direct Debit notification email?
• The Direct Debit notification email amount is different to invoice attached, why?

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CRM Training 1

• What CRM training programs do you offer?

User Security 9

• CRM Security Access and User Policy
• What security restrictions can the Key Account Manager request or set up?
• Key Account Holder - how to restrict a Basic Users access
• Start Up Tags - how to set up a default tag view of contacts for users
• Set up File Repository security access with permissions

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Security Restrictions for CRM Users 7

• What security restrictions can the Key Account Manager request or set up?
• Can I set up different levels of access for different users?
• Tag based restrictions for users
• Set up Read-Only Access for Users
• Setting up security access restrictions for departments or locations within an organisation

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