Concepts2Code Support Desk

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

View all 15

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

• C2C Flyer