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CallTrax NEXT Creating and Editing Partners (CLTX316)

The following procedures will guide through creating a new partner relationship within CallTrax NEXT.

 

Step 1              Log into CallTrax NEXT.

Step 2              On the landing page, click on Customer Dashboard from the main menu

Step 3              Click the green Add New button located to the left of the Search button

Step 4              Click Partner

CLTX316-A.png                         

4.1                   Fill in the contact information:

  •   Name/Business Name (required)
  •   Title
  •   Preferred Name
  •   Address
  •   City
  •   State
  •   Zip
  •   Email
  •   Phone
  •   Date of Birth

4.2                     Click Save to create the Partner

CLTX316-B.png                         

Step 5              To edit the Partner, click the Edit icon CLTX316-C.png  located next to the Partner Name

5.1                    Make the desired changes

5.2                    Click Save

Note: When clicking Save, CallTrax NEXT will CASS certify the address entered in order to keep all of the addresses streamlined according to the US Postal Service. It is used to ensure correct householding will occur when accounts enter the system.

Article Reference: CLTX316