Concepts2Code Support Desk
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Take Web Payments
Agents (User) Administration Settings
10
Manually Reset Agent Passwords - No user email
Manage Users (Agents)- Active Users List
Change My Password (Agent)
Manually Reset Agent Passwords
Create New User
View all 10
Consumer Administration
15
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 the password on a Consumer's online account
How to use an email address to lookup accounts
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Consumer Experience
8
Login Process
Consumer Main Page (After Login)
Payment Options
Checking Account (ACH) Payment Screen
Recurring Payments
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Email and Letter Administration
35
How to Create an Email Template
How to Send Mass Emails
Edit Email Templates
Top 10 Ways to Improve Email Campaign Engagement
How to Edit a Letter Template
View all 35
General Administration
4
The License for the SSL Certificate is Expiring
Log
Add Billing Information
Adding a logo or other images to the site
Import Guide
2
TakeWebPayment Document Import
Standard CSV Data Import
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
Onboarding
2
Onboarding - Email - DNS References
GoDaddy Delegate Access
Payments
12
ACH Processing
Agent - Taking One Time Payments
Agent - Taking Payment Plans
Agent - Taking Recurring Payments
Consumer All Payment History
View all 12
Reports
7
Payments by Day or Payment History Report
Payments - Payments by Month
Payments - Payments by Day
Reports - Standard Reports - Daily Summary Reports
Reports - Standard Reports - Payments Created By Month
View all 7
Text Messaging
4
Integrating with TextRequest
How to Create a Text Template
Texting Restrictions
How to Send a Text Campaign
API
1
Integration with SMAX Technologies (SCollect)
Document Library
1
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