Default applets

Add applets to the dashboard

Tab of applets

Change tab label

Move tab positions

Delete tab

Agents list

View current agent profile

Add agent to favorites

Watch agent

Set agent as user

Add agent notes

View edit agent history

Assign agent to a task

Clone agent

Log as agent

Set contact as affiliate

Import/Export contacts

Link contact to the dispute center

Assign contact to a task

Add a dispute

Disputes list

How to select disputes

Extract disputes from compatible providers

Add private note

How to use the checkmark column

How to use the left blue arrow

Set status to all disputes

Portals

Print disputes

Find disputes

Follow-up disputes

Credit scores

Selection lists

Templates and categories

How to add a template

Merge symbols

Preview template

Search template

View events

How to add an event

Create alert message to event

Recurrence

Drag and drop events

Add an email account

Select email account

Sender identities

Add signature text

Server settings

Import/export messages

Move messages to folders

Searching email messages

Using prepared responses

Canned responses

Folder operations

Managing folders

Add customer

Add product

Check and adjust the tax rate

Invoice types

Itemised vs Total

Create an invoice

Invoice templates

Default settings

Export to Excel/Word/PDF format

Enter paypal account details

Make the paypal image/link appear in the invoice PDF

Recurring invoices

Custom fields

Setup configuration

Responders

Subscribers

Bouncers

Blacklists