Plan Pro Support

Short Term Insurance 2

• Getting Started with Short Term Insurance
• Known Issues and FAQ

Forms 2

• How to find a record that is not in a dropdown list
• System status / downtime page

Lists 3

• How to open records in a new tab.
• Added a filter on sub-tabs with many records
• Bulk Search Functionality

View 1

• View the history of altered fields in a record

Password Reset 1

• How to reset your password

Reporting Module 5

• Dashboard Pages
• My Exports
• Report Definitions
• Scheduled Reports
• Report Templates

Privacy and client feedback 2

• Picksmart Privacy Policy
• Unsolicited Submissions Policy

CRM Module (Ticketing) 7

• How to create Ticket Groups
• How to create Ticket Agents
• How to setup Ticket Preferences
• How to setup Ticket SLAs
• How to create a Contact

View all 7

Leads Module 9

• How to create a Campaign Product
• How to create a Campaign
• How to create a Campaign Email Template
• How to create a Campaign SMS Template
• How to create a Lead Agent

View all 9

API and Webhooks 1

• Setting up a webhook listener

Laminin 0