Concepts2Code Support Desk

Release Notes... 48

• What's new in version 1.0.0.541
• What's new in version 1.0.0.515
• What's new in version 1.0.0.513
• What's new in version 1.0.0.510
• What's new in version 1.0.0.508

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Articles 14

• Create or Modify Texting Templates
• Texting Restrictions
• Build, Approve, Send, or Delete a Texting Campaign
• Opt-Out and Opt-In of Text Messaging
• Send a Single Text Message

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Articles 36

• Error Messages and Resolutions
• How to Create/Edit an Email Template
• How to Send an Email Campaign
• Edit Email Templates
• Top 10 Ways to Improve Email Campaign Engagement

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SCollect (SMAX) 3

• Integration with SMAX Technologies (SCollect)
• Sending Campaigns from SCollect
• Error Message “Unexpected character encountered while parsing value”

Credit Card Gateways 2

• What credit card payments gateways are available?
• Authorize.net Gateway Integration

Collection Works 1

• Integration with Collection Works

All Collection Systems 2

• Overview of API Access
• Integrating with your collection system

Latitude 1

• Integration with Latitude by Genesys

Finvi / Ontario / CUBS 1

• Integration with Finvi

BEAM 1

• Integration with BEAM

Support for Existing Customers 29

• Manually Reset Agent Passwords - No user email
• Hosting
• Requesting a new feature
• Reporting a Bug
• Manage Users (Agents)- Active Users List

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Payments 15

• Consumer Recurring Payments Process
• Agent - Taking One Time Payments
• Declined Payments
• Create Source Key for USAePay
• How to Process Recurring Transactions

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Reporting 9

• Payments by Day or Payment History Report
• Payments - Payments by Month
• Contact Us Tracking Report
• Payments - Payments by Day
• Reports - Standard Reports - Daily Summary Reports

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Imports 3

• Standard CSV Document (or Email) Import
• Standard CSV Consumer Data Import
• Standard CSV Email Campaign Import

Consumer Forms 1

• Consumer Forms

Training Program Module 5

• Create a Training Program
• Assign Training to Agents or Groups
• Error uploading a training document "There was an error processing the last request. Internal Server Error"
• Copy a Test
• Past Training Reference Material Access

Consumer Administration 17

• How to change the email address on a Consumer's online account
• How to access a consumer account
• How to Create an Online Account for a Consumer (Internally)
• How to Reset a Password on a Consumer's Online Account
• How to use an email address to lookup accounts

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Consumer Experience 10

• Login Process
• Consumer Main Page (After Login)
• Payment Options
• Checking Account (ACH) Payment Screen
• Recurring Payments

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Articles 2

• Onboarding - Email - DNS References
• GoDaddy Delegate Access

Articles 2

• How to Edit an Attachment
• Simple Doc Link

Articles 1

• Are PCI Compliance Scans Run