Click on the links below for individual articles surrounding the following subjects:
ACTION CODE
How to Create an Action Code
COMPANY
Master File Company: Display Company ID
Why Is My Company ID Not Displaying My Company Code From My ERP System?
How to add a Remit To per Company and add it within Report Manager
CREDIT CLASS
How to Assign Customers or Move Customers Into A Different Credit Class So They Are Not Processed
How to Mass Assign Customers to an SARA Lockstep User
EMAIL TEMPLATE
How to Create an Email Template
How to Use the Email Templates Page - VIDEO
REASON CODES
How to Create a New Reason Code (Dispute/Reason Code)
REPORT
How Do I Make Changes to The Customer Report Template?
REPORTING GROUPS
How to Setup Reporting Groups For Sending Customer Letters in Groups
SALES REP
How Do I Edit or Add A New Sales Rep?
USER
A New User Cannot See Any Customers or Data, What Is Missing In The User Setup?
How Do I Add A New Inquiry or Sales User?
How Do You Add A New SARA Lockstep User?
How Do You Make A User Inactive?
How Do I Assign Customers To A New Credit User?
What Do I Do If An SARA Lockstep User Account Becomes Locked and the User Cannot Login?