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

Using AI with Gensolve

New process topic created to explain AI integration with Gensolve

Introduction to AI and System Requirements

New process topic created to provide a brief introduction to AI, its benefits and drawbacks, as well as system requirements

How to Write Effective AI Prompts New process topic created to show you how to write clear and effective AI prompts for use in letters
Creating AI Letter Templates New process topic created to explain you how to create AI letter templates, including examples of AI prompts to get started
Creating AI Exams New process topic created to guide you in creating AI exams using voice recognition
How to send SMS to Multiple Clients from Class New process topic created to guide you in sending SMS to Multiple Clients from Class

Recovery Plans and Managing Debtors

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.

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.

How to Create an Email Template

Process topic updated to show how to Create an Email Template

Commission Due & Commission Batches

Processed topic updated to explain that a warning will be provided for confirmation when running Commissions Due by 'All Templates'.

Client Header

Process topic updated to show class appointment in the header

How to Create a New Bank Transfer

Process topic updated to show How to Create a New Bank Transfer

How to Create a Bank Account

Process topic updated to show How to Create a Bank Account