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


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