Concepts2Code Support Desk

Agents (User) Administration Settings 11

• 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 11

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

View all 17

Consumer Experience 9

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

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Email and Letter Administration 38

• 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 38

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 3

• Standard CSV Document Import
• Standard CSV Consumer Data Import
• Standard CSV Email Campaign 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 15

• ACH Processing
• Agent - Legacy Token Payments
• Agent - Taking One Time Payments
• Agent - Taking Payment Plans
• Agent - Taking Recurring Payments

View all 15

Reports 8

• 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 8

Document Library 1

• C2C Flyer