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The Call Log page displays all recorded calls between your phone system and the phone number associated with the customer when your integration with a COUNTERPOINT Unified Communications platform is enabled. Each entry in the call log includes the phone numbe...

Creating a message in the Counter Message system is straight forward. In order to create a new message, you need two pieces of information: an email address to send the message too, and a message to send. Optionally you can provide a customer account number to...

Email When a message has been sent to you, you'll receive a generated email with a link to view the message on the counterpoint.cloud website. With this email, you can click the "Go to CounterMessage" link if your email client supports links. If not, you'l...

The active and archive lookup links allow you to view a history of messages you sent that are either still active (no reply) or archived (replied to). These tables allow you to filter by any of the available columns, and default to the most recent messages fi...

The Resource Centre module allows you to upload and download resources, as well as download resources that other people have marked as public within your company. Uploading   To upload a file you have two options - you can either drag and drop the file fr...

Lookup Table The user reports page displays a list of all the users and their associated email addresses, as well as any daily/weekly/monthly report blocks they are currently setup to receive. From this table you can click on a user to edit their daily, week...

Special reports allow the generation of reports that don't fit into the block/frequency model of user reports. These reports are typically only configurable by on/off, and require additional calculations to send.   Customer Alert Report The customer alert r...

The report generator is a very powerful tool allowing you to pull your own reports based on the data available. However, this power comes with increased complexity. Although this documentation may seem long, it aims to unlock your ability to generate your own ...

Overview The Admin CP page provides you with a quick, at-a-glance view of some of the important statistics and metrics of the Cloud Platform as a whole, and how your data has been loaded, etc. Info Tiles Active Users The total number of users currently l...

User/Email combos input into the address book will appear for all users to select from when sending a message via Counter Message. Typically, it is a good idea to enter your own support/counter emails into the address book, as an easy way for your salesreps t...

An admin alert is a message that is displayed to all salesreps on their landing page after they log in. This allows one way communication between you and all of the salesreps you have on staff that they'll be greeted with when they log in. As you edit the ale...

The values in the server settings page are used across your version of the Counterpoint Cloud Platform to change the way some pieces react, as well as enable/disable some elements of it.   Warning: Your copy of Counterpoint Cloud Platform heavily relies on...

This document outlines the steps to complete the initial setup for the new non-application specific catalogue provided in the latest version of autoecat.com. This document will also describe the steps required for ongoing maintenance of the non-application cat...