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CP2 Manager Module Allows administrators to 'invite' new users vs. the old registration method. CP Manager is also a new user permissions module that allows a company admin to create users and assign permissions to a user. This allows you to limit what modu...

In Some cases, it becomes necessary to zero out the entire inventory within a category. The recommended way to do this so that you have a proper paper trail is to do a 'zero' physical inventory count. You can accomplish this by following these steps. Navigat...

JDispatch Web Dashboard Release Notes for V3.3, released 2019/12/23 This release of the JDispatch dashboard contains enhanced features for our Premium level users New Features & Enhancements Real-time smooth scroll map for Premium users: Premium users...

This update includes a number of new features and enhancements, as well as some aesthetic changes. Please forward this email along to any users who you feel may be interested in knowing what will change. A little polish The most visible change in this update...

Setting up Follow Me: https://www.youtube.com/watch?v=o9_QiXnipMw

JDispatch Web Dashboard Release Notes for V3.4, released 2020/04/29 Introduction of 2 new status types 'Received' and 'In Pick' Includes ability to adjust these statuses within the delivery listing page Creation of new kiosk page to show all orders ...

One of the latest features for autoecat.com is the ability to upload stock orders into the scratch pad to submit to cart. This requires only that you have the ability to export a purchase order from your system into a .csv file. Creating a .csv Open your o...

Customers may call from numbers that have not yet been entered into your main ERP, or added into the cloud platform. In these cases, you will be given an opportunity to add them when the QuickDial page launches. When an unknown number calls in, you will get a...

Below are the steps for creating a basic report of sales by customer/category In Section 1, you will want to select Sales: In Section 2, this is where you would select the pieces which you want detail on, and what the sales will be totaled by. In this case...

The CPMailer Core is the base module within the CPMailer. This module allows you to manage your own personal reports. As of V1.4, the CPMailer core underwent an update to how reports can be built. Reports are sent on a Nightly/Weekly/Monthly basis and are sent...

This release takes aim at a number of new and very exciting features aimed at adding efficiencies for your counter staff. This release also takes us out of our beta testing and to a production/live infrastructure. QuickDial Seamless integration between you...

Audio devices preferences can be found by clicking on preferences under the user menu:   Inside Preferences, under the Audio tab you will find device settings:   Please make sure the device you want to use is connected. If it is connected and it is configu...

Overview Whether the page opens automatically on call pickup, or you need to select the account due to multiple accounts being available, the first QuickDial page you will see is the QuickDial summary page. This page contains high-level information on the acc...

Before being able to access QuickDial, there are a few requirements that need to be met Download the Counterpoint Cloud Platform App from https://counterpoint.cloud/app.php Download the current Zulu softphone app from https://zulu-updater.sangoma.com/r...

Zulu Caller ID Once you have signed into both the Counterpoint Cloud Platform and Zulu Apps, you can begin taking calls that will automatically launch the QuickDial application. The first thing you may notice once you have signed into Zulu is that the caller...

Installer Customer Maintenance In order to provide the proper sales reporting for the SAX program some maintenance is required to identify the installers that have signed up for the program and which program they are enrolled in. This new menu option is foun...

Overview Press the Follow Me button. Enabled: Yes or No Group List: The list of numbers that will be called as part of your Follow Me Initial Ring Time: How long to ring your extension directly before calling the list of numbers in your Follow Me...

Assigning recordings to different scenarios (After Hours, Busy Queue, etc.) is done by your AMS PBX Admin. Once assignment is done, feature code recording can be done for ongoing update. You can record system based messages on your phone via a feature code. T...

JDispatch Web Dashboard Release Notes for V3.5, released 2020/12/30 The following enhancements / bug fixes have been released for JDispatch Additional status options (Received/Hold/Shipped) Ability to modify status on delivery listing screen Optional a...

Enhancements Document sharing updated to allow saving of documents at a user level Back-end security enhancements Bug Fixes Counter message close link 'Inactive User' styling fixes for QuickDial Show proper 'success' message when updating user emai...