Company Menu
Email Profiles
Module: Email Profiles Path: Company > Company > Email Profiles Topic: Email Profiles Version(s): 5.1 and up Editions: All What Is Email Profiles Email. We all would agree that it plays a huge part in our business and daily lives. According to ...
Customer Status
Module: Customer Status Path: Company > Company > Customer Status Topic: Customer Status Version(s): 5.1 & up Editions: What Is Customer Status Customer Status is another tool to set status information specific to your client needs for reporting ...
Reason Codes
Module : Company Data Path: Company > Company > Reason Codes Topic : Reason Codes Version(s) : Version 5.1 and up Editions : All Editions What Are Reason Codes? Reason Codes are pre-configured reasons that can be selected when an agent is utilizing ...
Locations
Module : Advertising Path: Company > Company > Locations Topic : Locations Version(s) : Version 5.1 and up Editions : All Editions What Are Locations Locations allow you to know where an order was placed. If your organization utilizes multiple ...
System Preferences
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 ...
Sales Tax Maintenance
Module: Company Data Path: Company > Company > Sales Tax Maintenance Topic: Sales Tax Maintenance Version(s): Version 5.1 and up Editions: All Editions What Are Sales Tax Sales Tax is the percentage of tax added to an order depending on where the ...
CS Activity Codes
Module: Company Data Path: Company > Company > CS Activity Topic: Customer Service Activity Codes Version(s): Version 5.1 and up Editions: All Editions What Are CS Activity Codes? Customer Service Activity Codes are custom codes to help organize ...
Client List
Module: Company Data Path: Company > Company > Client List Topic: Client List Version(s): Version 5.1 and up Editions: All Editions What Are Client List Client List is where you keep your client information stored in Orderlogix. You can add, edit, ...