Customer Service - Video Walk Through

Customer Service - Video Walk Through

See linked videos for complete information.

The linked series of videos will demonstrate the various features and functionality available on the Tasks menu - Customer Service screen. 

The attached document summarizes the available tabs on the Customer Service screen. 

Video 1 - Introduction - 3:00 minutes

Video 2 - Customer and Contract tabs - 1:45

Video 3 - Aging and Transactions tabs - 2:45

Video 4 - Documents and User Defined tabs - 1:40

Video 5 - Billing and Equipment/Collateral tabs - 2:00

Video 6 - Account and Contacts tabs - 2:00

Video 7 - EFT and Comments tabs - 2:00

Video 8 - Preferences and Liens tabs - 2:00

Video 9 - Insurance and Funding tabs - 2:20

    • Related Articles

    • ASPIRE Training Video Inventory

      The following is a list of training videos available in this Knowledge Base. Be sure to browse the Category for additional information related to your topic.  Accruals/Earnings Processing Earnings This video shows the different methods of processing ...
    • Customer Service Navigation

      See the attached document for complete details.  The purpose of the attached guide is to show the Customer Service screen with its associated tabs and fields, as well as show basic navigation within ASPIRE. Attached Documents - Table of Contents ...
    • DocuSign - Can't find Service Key

      The ASPIRE DocuSign integration requires a Service Address and Service Key to be configured in ASPIRE for the integration to function as designed. When subscribing to the integration, LTi issues the subscriber two Service Keys unique to that ...
    • Invoice Reports Video

      See linked video for complete information.  The linked video provides a brief overview of invoice related reports with an emphasis on delinquency and customer service. Click here for the 10 minute video. 
    • Security Profiles Video

      See linked video for complete information. The linked video explains the setup of the ASPIRE Security Profiles. Click here to view the 13 minute video.  The attached document provides a written overview of common Security Profile terms and concepts.