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-- EosHelios - 27 Apr 2011
CRM Accounts for CSC
- The Type field has a drop down box – use that instead of typing it in
- The Name of the CSC’s CRM Accounts is the whole name of the club they belong to – Type it well as it prints on their invoices directly from this field
- Start/End Dates are current date and then a year from today
- Value is a year’s worth of pledges
- There are MANY templates – choose carefully. The template should match the pledge amount and what they get with their CSC (type & # of dues, subs, etc)
- CSCs bill on the last date of the month
- CSCs are auto-billed – the system will automatically generate an order for them on the bill date (last day of month)
- This means when you go to do a CSC payment you’ll find a pending order already on their Contact screen.
- ABW & CCW are set up under the Payment Setup tab
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Topic revision: 27 Apr 2011, EosHelios
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