Michael Lindsey

  • Total activity 385
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 249

Articles

Recent activity by Michael Lindsey
Sort by recent activity Recent activity Votes

  • Transaction Types

    1. Enrollments Tab
    2. Transaction Information

      ACH Client Debit - An ACH Debit that is drawn from a consumer account number and routing number ACH Credit / Fee - A Fee payment payable to a specific Payee defined in the system. Advance Recoup ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • ACH Works

    1. Integrations
    2. Payment Gateways
    3. Payment Integrations

      ACH Works is a payment gateway that links Centrex Software to merchant processors.   Integration Details: Business Loans file type only. Accepts CC and ACH transaction types. Centrex CRM acco...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • External Forms

    1. Contacts Tab
    2. Custom Fields/In-Take Forms

     This article was developed to describe the setup and use of an External Form within Centrex CRM. External Forms can be sent directly to a client via email from the Client Dashboard. Once a client ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Notes Report

    1. Reports Tab
    2. Reporting

      This article was developed to describe the "Notes Report" within the CRM. The Notes Report allows management to track notes that are being saved for each client within the system and by whom thos...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Actum Processing

    1. Integrations
    2. Payment Gateways
    3. Payment Integrations

      Actum Processing is a payment gateway that links Centrex Software to merchant processors.   Integration Details: Accepts ACH Debit and ACH Credit transaction types. Centrex CRM accounts with ...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes

  • Email Templates

    1. E-Marketing Tab
    2. Email Templates

    This article was developed to describe the features provided by Email Templates within the Centrex CRM. This article contains the following topics: Email template overview Creating an email tem...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • EFT Canada

    1. Integrations
    2. Payment Gateways

    EFT Canada is a payment gateway that links Centrex to merchant processors.   Integration Details: This integration is available only to Canadian CRM accounts. Accepts only ACH Debit transaction ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Setting up an E-Marketing Campaign

    1. E-Marketing Tab
    2. Campaigns

    This article was developed to establish the steps required to effectively set up an E-Marketing Campaign within the CRM. This article includes the following topics: Setting up the campaign Sched...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Adding an SPF Record

    1. Admin Tab/Software Settings
    2. Companies Overview

    This article includes the following topics: What is a DNS record Why use one What do I do What exactly am I adding Additional information Intervention by Centrex What is a DNS record A DNS (Dom...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • SMTP Relays for Email

    1. E-Marketing Tab
    2. Email Templates

    This article was written to define Simple Mail Transfer Protocol (SMTP) relays, and the use of SMTP in your e-marketing efforts within the CRM. This article is divided into the following topics: ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes