This section gives an overview of the Service Central task list. To gain access to the Service Central task list, select Service Central from the navigation bar.
Service Central task list
Process customer requests
Select this task list item to open the Process customer request window that interfaces with other iMIS modules to allow you to process customer requests.
Process billing
Select this task list item to open the Process billing window where you can create a dues billing and place a subscription for an individual or a company customer.
Register a customer
Select this task list item to open the Register a customer window where you can enter registration information for a customer.
Enter and edit gifts
Select this task list item to open the Enter and edit gifts window where you can enter and edit gifts and pledges.
Process sales transactions
Select this task list item to open the Process sales transactions window where you can process sales transactions that are tracked through iMIS Accounts Receivable and Cash Receipts.
Process orders
Select this task list item to open the Process orders window where you can process orders.
Enter and edit payments
Select this task list item to open the Enter and edit payments window where you can enter payments received from customers.
Generate reports
Select this task list item to open the Service Central Generate reports window where you can generate a report of detailed daily receipts or a monthly cash distribution report
Service Central Help
Select this task list item to access the Learning and Using Service Central guide.
10.6 Production Release. Updated 7/25/2005 4:15:05 PM
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