What is the Help Desk? The Help Desk is where you can: create and review support tickets review User Guide articles review Developer Specs Getting Started Creating User Please ask an Admin within your company to send an email to ...
Module: Customer Portal Path: Admin > Orders > Help Confirm Topic: Orders - Help Confirm OLX Version(s): 5.1 OLX Editions: Commerce, Call Center Customers can request help from within the order detail screen. Navigating to Admin > Orders > Help ...
Module: Customer Portal Path: Admin > Accounts > Account Lookup Help Topic: Account Lookup Help OLX Version(s): 5.1 OLX Editions: Commerce, Call Center From the login screen customers can select to create an account. The next screen allows them to ...
Module : Company Data Path: Company > Company > System Preferences Topic : System Preferences Version(s) : Version 5.1 and up Editions : All Editions What Is System Preference? Just as the name implies, System Preference is where you will set system ...
Module: Customer Detail Page Topic: New Order Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center To create a new order for the customer who's record you are currently viewing, click the New Button. The enter source info screen ...