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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 ...
Enabling Shopping Cart Users to Create Organizations
Introduction You can enable your shopping cart users to create organizations. Your users will become coordinators of their organizations so they can mange them. Getting Started Log into your administrative console, navigate to Settings -> Setup -> ...
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 ...
Go To CRM Account
Example: You want to look up an Account and then transfer to the CRM to document a communication with the customer. How To: You must first look up the Account name of the customer for whom you want to access via the CRM. Next simply click the "CRM ...
Account Member Search
Introduction The account member search is a feature that can be used by a cart user that allows a cart user to look up an account participant when purchasing a product so that they can purchase the item on the other account participants behalf. Only ...