Become a ChannergySE Affiliate
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Channels tab. This section is covered in the MCM Setup section which is covered later in the implementation topic. < Back | ^Setup Home | Next >
Category Archives: Installation and Setup
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the CRM tab. Channergy includes a full Customer Relations Management (CRM) tool similar to Salesforce or Sugar CRM. If you wish to use this feature you can […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Printers tab. Default PrintersOrder Invoice Printer – Select the default printer you wish to use when printing an invoice from the Order screen (a single invoice).Invoice […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the ECheck tab. ECheck InterfaceWe have used Authorize Net as an example ECheck service for this tutorial. Authorize.Net is a web based gateway. You will need a […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Data Entry tab. Name and Address Formatting – Select how you want fields updated when you enter data. When you type a field and then press […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Products tab. PreferencesShow product weight in grams – Check this box to display grams instead of ounces on the Channergy product screen. This simply changes the […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Customers tab. Alternate Customer Number Formula – You can specify what portions of a customer’s name and address make up the Alternate Customer Number found on […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. Then click the Network tab. These are legacy settings so you do not need to change anything. However, this dialog provides useful information including your network database directory and […]
< Back | ^Setup Home | Next > If you have not done so already click Tools -> Preferences on the text menu to open the Preferences dialog. In the first tab enter your Company name and address. This is the information used by reports to populate return addresses etc. The company name you type here also […]
< Back | ^Setup Home | Next > Only the system administrator should have access to the Preferences in Channergy. Important Note: Make sure everyone is out of the system and only on PC is being used when editing Preferences as the last station to exit will overwrite any changes made by other users. To open Preferences click Tools […]