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Table of contents
Dashboard
Main Company
Applets
Default applets
Add applets to the dashboard
Tab of applets
Change tab label
Move tab positions
Delete tab
Agents
Agents list
View current agent profile
Add agent to favorites
Watch agent
Set agent as user
Add agent notes
View edit agent history
Assign agent to a task
Clone agent
Log as agent
Contacts
Set contact as affiliate
Import/Export contacts
Link contact to the dispute center
Assign contact to a task
Dispute Center
Add a dispute
Disputes list
How to select disputes
Extract disputes from compatible providers
Add private note
How to use the checkmark column
How to use the left blue arrow
Set status to all disputes
Portals
Print disputes
Find disputes
Follow-up disputes
Credit scores
Selection lists
Template Manager
Templates and categories
How to add a template
Merge symbols
Preview template
Search template
Event Calendar
View events
Event list
Day view
Week view
Month view
Year view
How to add an event
Create alert message to event
Recurrence
Drag and drop events
Email System
Add an email account
Select email account
Sender identities
Add signature text
Server settings
Import/export messages
Move messages to folders
Searching email messages
Using prepared responses
Canned responses
Folder operations
Managing folders
Invoice System
Add customer
Add product
Check and adjust the tax rate
Invoice types
Itemised vs Total
Create an invoice
Invoice templates
Default settings
Export to Excel/Word/PDF format
Enter paypal account details
Make the paypal image/link appear in the invoice PDF
Recurring invoices
Custom fields
Autoresponder
Setup configuration
Main settings
Pop3 settings
Smtp settings
Responders
Responder fields
Responder messages
Mailbursts
Subscribers
Subscribers list
Add subscribers
Edit subscribers
Opt-in Forms
Search subscribers
Remote subscription
Bouncers
Add a bouncer
Regexp rules
Blacklists
Add to blacklist
Remove from blacklist
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