System Navigation & Customer Maintenance

(4 hours)

System Navigation/General System Usage:

• Home Screen

• Adding Shortcuts

• Menu Search

• System Help

• Report Display Options

Customers:

• Customer Search

• Advertiser / Agency Maintenance

• Brand Maintenance

• Change Sales Rep Assignments

• Import Sales Rep Assignments

• Approve Pending Accounts

• Delete Name (A/R Menu)

• Merge / Purge Names (A/R Menu)

• Merge / Purge Brands

• GDPR Tools:

  • Contact Data Review (A/R Menu)

  • Personal Data Consent Report (A/R Menu)

  • Import TPS/CTPS Numbers (A/R Menu)

• Client Budget Setup

• Client Contract Setup

• Reports:

  • Advertiser / Agency Inquiry

  • Advertiser Listing

  • Agency Listing

  • Advertiser Orders

  • Agency Orders

  • History of New Names (A/R Menu)

  • History of Name Changes (A/R Menu)

  • Duplicate Name Report

  • List of Collection Agencies (A/R Menu)

  • Rep Assignments by Advertiser

  • Brand Assignment by Rep

  • Brand Assignment by Rep Group

  • Brand Assignment by Agency

  • Agency Changes Report

  • List of Client Contracts