Related Articles
Viewing the Payment History on an Account
Introduction It is sometimes important to review the payment history for a specific Account. For example, a customer calls and wants to know when a Refund was processed and by whom. Or, perhaps you need to know when a Payment was made and what was ...
Account Groups Overview
Topics Covered: Overview Creating Your First Group Editing a Group Finding the Account Groups Page Viewing the Account Groups Page Viewing a Group The Account Group Header Content Block The Account Group Header - The Email Group Members Button The ...
Account Introduction
The Account Screen gives you a number of tools you can use to get your work done and to assist your customers. Note: You can look up an Account by the Account holder's First Name or Last Name by typing it into the search field: Click on “Participant” ...
Account Introduction
The Account Screen gives you a number of tools you can use to get your work done and to assist your customers. Note: You can look up an Account by the Account holder's First Name or Last Name by typing it into the search field: Click on “Participant” ...
Account Approvals
Introduction You can require that Cart Accounts be approved before they can be used to make Purchases. Approvals are done by Coordinators, who have special access to tools and data via a Dashboard. Coordinators are part of Organizations, so ...