Newly Added Help Topics
This section provides a list of newly added help topics.
New Gensolve Support Desk:
The Gensolve Support Desk portal has a new look which is more modern and user-friendly. All the existing features as still available (Submit a Ticket, View existing tickets, View the Release Notes), but now can be accessed on your favourite mobile device.
Follow Submitting a Ticket link and Accessing GPM Release Notes for more information.
New Topics:
| Topic | DESCRIPTION |
|---|---|
| How to send SMS to Multiple Clients from Class | New process topic created to guide you in sending SMS to Multiple Clients from Class |
|
Process topic updated to show ho to filter Recovery Actions Due by Debtor, Site, Plan and Action. This allows for more control when completing Bulk Recovery Action Plans such as bulk Invoice reminders. |
|
|
New process topic to Include Class Attendances in Condition Counts |
Updated Topics
| Topic | DESCRIPTION |
|---|---|
| Batch Invoicing |
Process topic updated to show how to filter Recovery Actions Due by Debtor, Site, Plan and Action. This allows for more control when completing Bulk Recovery Action Plans such as bulk Invoice reminders. |
| Process topic updated to show how to Create an Email Template | |
|
Processed topic updated to explain that a warning will be provided for confirmation when running Commissions Due by 'All Templates'. |
|
| Process topic updated to access VALD performance | |
|
Process topic updated to show class appointment in the header |
|
|
Process topic updated to show How to Create a New Bank Transfer |
|
|
Process topic updated to show How to Create a Bank Account |