Concepts2Code Support Desk

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

View all 29

Payments 15

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

View all 15

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

View all 9

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