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Along the top of all screens within the application are tabs. These are the main navigation points for an account and are specific to the account that you are currently viewing. For example if you want to view Bill Smith's account then clicking on any of these tabs would return their results for Bill's account.
The Left Side Menu
Image Removed Image Added | Current Account provides a quick view of the current account's name, account ID, status, balance, bill day, and bill group. Clicking on the name will redirect you to the account's overview screen as will clicking on the account ID. The difference between the two is that one is the value given to the account during its creation (name) and the other is the internal number for the account (account ID). Name - the name of the account you are currently on AccountID - the database ID of the account, this value is searchable using the search box below. This is useful when reports show only the account ID Status - the current status of the account Balance - the balance as of now (today). (Includes sum of all transactions, payments, credits where date is equal to or less than today)
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Full - the total balance including all future dated transactionsBalance tabpage Balance Future - this is the sum of all transactions regardless of date (past present future) Bill Day - the day on which the packages bill recurring. e.g. if the customer signs up on the 15th, they will recur on the 15th of each month
Note: the invoicer on an account determines the accounts bill day. If an account is not its own invoicer the Bill Day value will be uneditable (read-only) Bill Group - the bill group assigned to the user account, a bill group is 1 or more accounts that have the same billing configuration. For more information
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, , Bill Run - How to Setup and Run Billingthe Bill Group Configuration article Contact - if a contact exists EngageIP will attempt to show basic information about that contact Search - allows you to perform a search on account names, contacts, etc. If an exact match is found you will be taken to the appropriate screen. If more than one match is found then the advanced search screen will be displayed outlining all matching points from which you can navigate to the appropriate screen Create New - a series of quick links allowing you to create new accounts, enter batch payments or add tickets to the system Recent Accounts - displays a list of resent accounts that you have navigated to during your session. Each account name is hyperlinked to the accounts overview screen to allow for quick access between accounts Account Statistics - displays quick summary information about the system including how many active accounts are currently in the system under the owner as well as how many new accounts were added to the system within the last 24 hours
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The Top Right Menu
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Configuration - this option will be displayed only if you are logged in as the root owner (admin). This page contains system configuration settings. See the EngageIP Configuration Page Overview article for more information
Override - clicking this option will spawn a small login window requesting a username and password. Once credentials are entered in this window the system will inherit the role permissions of the new login. This is useful in a environment where an agent may not have permission to perform a specific action (e.g. apply a discount to an account). The agent's supervisor who has this permission can then override the current session and take the necessary action. Once complete, the supervisor can log out and the system and the session will continue from the previous login prior to the override
Change My Password - allows you to change the user password you use to log into the EngageIP AdminPortal
Logout - clicking this option will log you out of the current session