Performing Terms and Conditions Procedures

Changing Terms and Conditions

Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.

1. Double-click . The Customer window opens, displaying the information for the last customer used.

2. Select the customer account for which to change a terms and conditions document. If you need instructions, see Selecting a Customer. You can also select a customer after you open the Terms and Conditions Dialog Box using the same method.

3. Click to open the Terms and Conditions Dialog Box.

4. Click the terms and conditions document to change. A dashed box displays around the terms and conditions you selected.

5. Click the drop down action code box and select Change.

6. The Enter the Password to Continue with this operation dialog box opens. Enter your password and click OK. (This password comes from the T&C Password box in the Customer Terms and Conditions Parameters.)

7. The systems adds an R column to the Document section of the dialog box. The system also checks the R column for any terms and conditions documents that have been received.

Note: If you accidentally receive the wrong document, you can undo that action. Click the R column next to the document to unreceive and the received information is deleted.

8. Check the R columns for the documents to change and begin changing the appropriate document details. For more information, see In the Customer Terms and Conditions Dialog Box.

9. Click to save your changes.

See also:

Receiving Terms and Conditions

Deleting Terms and Conditions