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Using the Zulu Desktop Client

PBXact Zulu Softphone

Installing the Desktop Client Download the desktop client Navigate to https://zulu-updater.sa...

Updated 1 year ago by Jim

Corporate Goals

Counterpoint Cloud Platform CP2 Admin

Overview The corporate goals page shows a listing of ALL goals set up for your company, but also...

Updated 1 year ago by Jim

Admin CP

Counterpoint Cloud Platform CP2 Admin

Overview The Admin CP page provides you with a quick, at-a-glance view of some of the importan...

Updated 1 year ago by Jim

E-Cat Analysis Page

Counterpoint Cloud Platform E-Cat Analysis

Overview The ecat analysis page is a representation of browsing trends on autoecat.com as of the...

Updated 1 year ago by Jim

Customer Notes

Counterpoint Cloud Platform CounterCRM

The CounterCRM Notes section allows you to read and write notes on a per-customer basis that inte...

Updated 1 year ago by Jim

Web Reports

Counterpoint Cloud Platform Report Generator

Overview Web reports allow for the management and distribution of custom reports where the neces...

Updated 1 year ago by Jim

Prebuilt Reports

Counterpoint Cloud Platform Report Generator

Prebuilt reports offer additional reporting options that do not fit into the capabilities of the ...

Updated 1 year ago by Jim

Customer Lookup

Counterpoint Cloud Platform CounterCRM

Overview The Customer Lookup provides you with a sortable, searchable table of customers that yo...

Updated 1 year ago by Jim

Module Details

Counterpoint Cloud Platform Registration and Users

FlightDeck FlightDeck Dashboard Enabling the FlightDeck Dashboard gives a user access to sales ...

Updated 1 year ago by Tyler

Permission Errors

Counterpoint Cloud Platform Registration and Users

You currently do not have permission to view any branches. This message is displayed on every pa...

Updated 1 year ago by Tyler

User Types

Counterpoint Cloud Platform Registration and Users

There are three different types of users, each with their own restrictions on what permissions ap...

Updated 1 year ago by Tyler

Adding and Maintaining Users

Counterpoint Cloud Platform Registration and Users

Registering a new user Sending invite email Registering a new user is done via an invite based ...

Updated 1 year ago by Jim

Specials / Contracts Enhancements

Counterpoint ** Release Notes - Version 6+

Overview Modifications have been made to the Specials/Contract screen to allow the creation of a...

Updated 1 year ago by Jim

Multiple Bin Locations

Counterpoint ** Release Notes - Version 6+

Overview There is now the option for setting up alternate bin locations for each item.  Before p...

Updated 1 year ago by Keith

Web Order Discounts

Counterpoint ** Release Notes - Version 6+

Definition Counterpoint can be configured to automatically apply a percentage discount to web or...

Updated 1 year ago by Jim

Suspense Payment Enhancements

Counterpoint ** Release Notes - Version 6+

Definition Modifications have been made to remove any invoices with a payment type of Suspense p...

Updated 1 year ago by Jim

Substitute Chaining

Counterpoint ** Release Notes - Version 6+

Definition Part number Substitutes can now be chained and maintained from a single screen for al...

Updated 1 year ago by Jim

RF Gun User Guide - 2022

Counterpoint ** Release Notes - Version 6+

RF Gun Procedures Login and password The standard login of the RF gun is [rf]. Multiple store i...

Updated 1 year ago by Jim

Quote Handling Improvements

Counterpoint ** Release Notes - Version 6+

Overview Parameter Maintenance The Billing Parameters have been updated to allow the inclusion ...

Updated 1 year ago by Jim

Purchase Orders - Booking & Specials

Counterpoint ** Release Notes - Version 6+

Definition Alternate purchase order types can be allowed by Supplier, Booking and Special so the...

Updated 1 year ago by Jim