Ascent Software Training Manual

Ascent Software User Training Manual

This Manual is the User Training Guide for Ascent. For notes and information on the configuration and setup of the Ascent Software Suite please refer to the Administration Training Manual.

Throughout this manual you will see text highlighted in Green. Hovering the cursor over the coloured text will display descriptions, meanings or tips on the text. Additionally the manual has links highlighted Like This to relevant information on all aspects of the Ascent Software Package. Please use the Contents list below to browse to the subject you require.

	Contents
Login	Launch, Company Select and the Main Menu
Account Manager	Using the Account Manager Screen Tabs Selecting, Building and using the Pools Creating and updating an Account Action Creating and updating a Payment Creating and updating an Adjustment Creating and updating a Credit Creating and updating an Arrangement Updating Extra Fields Creating an Account Document Creating and updating an Account Contact Creating and updating an Account Link Creating a file Attachment Using the ProTX Payment System Updating White Data Fields Updating Income and Expenditure Fields Updating the Profile Information Other Active Elements on the Account Manager Screen Pausing a Pool to view another Account Confirming and Unconfirming Account Contacts Editing, Copying and Creating an Account Contact Sending a Media Message to an Account Contact Creating and updating Contact Methods Launching a second Account Manager Screen Viewing Client Instructions Using the Settlement and Loyalties Calculators Requesting an Account Statement Taking Ownership of an Account Scheduling Repeat Payments