Support Portal

Automation 15

• Future Renewal Creation
• Renewal Refresher
• Account Status Automation
• Customer Master Management
• Selecting a Renewal Baseline Calculation Method

View all 15

Reporting 5

• Setting Default xRR Measure
• Set Incremental Bookings Method
• Contract Widgets
• Bookings Reporting
• Transaction Analysis

Initial Installation 7

• Installing the Application
• Setting Page Overrides
• Setting Custom Order Schedule Line Tables
• Assign & Manage Licenses
• Additional Transaction Types

View all 7

Bundles 11

• About Bundles
• Bundle Fields
• Bundle Item Fields
• Setting Up a Bundle
• Bundle Approval Process

View all 11

Order Schedule 28

• About the Order Schedule
• Order Schedule Setup
• Order Schedule Terms
• Order Schedule Language
• Order Schedule Templates

View all 28

Approvals 2

• About Approvals
• Approval Fields

Channel Features 2

• Partner Discount
• How do I setup a Channel Quote?

User Settings 3

• User Preferences
• Assigning Individual User Preferences
• Apply Multi Discount