Click on your Username and then click Account to view your CRM’s account settings. This is also where you can manage email notification settings, enable basic Fraud Protection, and mass delete Test Card orders.
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Profile
Any user without access to the Users page can edit their username and email address here.
You may also add a phone number, shirt size and gender.
Timezone must be changed by CheckoutChamp support.
Theme is the current UI version of the CRM.
Recent Activity
This shows the recent log in history for your user.
Account
These are global settings for your CRM.
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Enter your company’s address here. Tax Service plugins use this address to calculate taxes. |
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Daily Rebill Time : Time of day the system will run scheduled continuity rebills. Please be aware that the rebill process can take several hours to complete depending on the volume of billings. Rebill at same time of day as original sale : Process rebills throughout the day, at approximately the same time of day as the original sale. Enabling this option will override the Daily Rebill Time option. |
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Allow Agents to Refund Externally : Restrict Customer Search : Show Recent Customers button : |
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Allow Fulfillment Product Updates?: Allow Price Adjustments on Order Entry?: Auto Create AffIds?: Automatically Cancel on Agent Void: Disable Generic Test Card: Disable Export Delay: Enforce Reorder Validation: Force C/S Sticky: Mask All Credentials: Prepaid Skip QA: Prevent Multiple Orders From The Same Customers: Require Address On Orders: Show Revenue to Affiliates: Validate Email Address Domain: |
Notifications
Notify Emails: The system will send notifications for the General Alerts, Gateway Alerts, Traffic Performance Alerts, and other system alerts to the email addresses listed here.
Summary Emails: Daily and monthly transaction summaries will be sent to the email addresses listed here.
Export Emails: CSV Export alerts will be sent to the email addresses listed here. This is an enhanced security measure to give better visibility of what users are exporting out of the account.
Accounting Emails: All accounting emails will CC the email addresses listed here.
Fraud Protection
Enable basic fraud protection onto your account here.
Please note that this is not a replacement to a sophisticated fraud screening plugin.
See more information on Fraud Protection here: Fraud Protection
Test Orders
The CRM will recognize when a CRM test card is being used on an order. This section allows you to mass delete the test card orders out of your account.
See more information on Test Cards here: Create/Disable Test Cards