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Educare CRM Support Ticket Form
For your assistance, please fill in this form:
Name:
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School Name:
Email:
example@email.com
Ticket Type:
QUESTION
SUGGESTION
BUG
Priority:
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Details:
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All Categories
ACCOUNT
Account Setup
Manage Account Types

Manage Account Types

Account types keeps record of all the account types available in the system

 

  

Manage Accounts Types

- Click to view a record of all your account types, currency, payment role(s)/method and you can also make correction (Edit or Delete) available in the system




- Create Account Type

- Click on create account type to create the purpose of the account (fees, form, etc.)

- Enter the account type name

- Select who manage role, it tells who will handle the account

- Select account type and currency

- Create account type, manage roles, currency, Bank Name, Account name, Account number and click on Add





- Click on any of the payment methods to set your payment option

- Attach currency to every account created on the system

-  Select which payment gateway to be used



Bank Account Details

- It’s made available for parents who don’t do online payments

- The account details and bank name are made available for them

- Add Payment Method


  

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Educare CRM Support Ticket Form
For your assistance, please fill in this form:
Name:
First Name
Last Name
School Name:
Email:
example@email.com
Ticket Type:
QUESTION
SUGGESTION
BUG
ERROR
Priority:
Urgent
Good To Do
Low Importance
Browser:
what web explorer are you using
Details:
Provide details of the assistance you need. Please be specific and detailed
Screen Shot Of Issue:
you can attach screen shot of issue if available
Require Physical Inspection?:
Yes
No
May Be
Preferred Schedule Date:
Preferred Schedule Time:
Submit

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