The Clients Settings tab hosts options to customize the Clients module to better suit the needs of your clientele. The Settings tab splits into four sub-tabs: Referral Codes, Call Log Reasons, Policy Types, and Languages.
The Referral Codes sub-tab displays all referral codes saved to the licence holder's system. A Customer Service Representative–or CSR–may select a referral code as part of the process of Adding a New Client, to indicate a client's referral source to the licence holder.
Click New to Add a New Referral Code.
Call Log Reasons
The Call Log Reasons sub-tab displays all call log reasons saved to the licence holder's system. A CSR selects a call log reason as part of the process of Creating a Call Log.
Click New to Add a New Call Log Reason. Click the
icon to archive a call log reason. Archived reasons cannot be restored.
The Policy Types sub-tab displays all policy types–or policy providers–saved to the licence holder's system, and lists the number of active clients who use a policy of each type. A CSR selects a policy type as part of the process of Adding a Policy for a client. The policy type provides default policy settings, including the percentage of an order's total cost covered by the policy and any additional discounts the licence holder provides per product type. Any changes to a policy type's default settings will be reflected in any client policies that use the policy type, except policies that have been customized and do not reference the default settings.
The Languages sub-tab displays all languages saved to a licence holder's system. A CSR selects a language as part of the process of Adding a New Client to indicate the client's preferred language.
Click Add Language to Add a New Language.
For more settings and options, visit the Settings module.