CRM Account Settings

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.

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.

Company Info

Enter your company’s address here. Tax Service plugins use this address to calculate taxes.

Rebill Time

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.

Customer Service Options

Allow Agents to Refund Externally :

Restrict Customer Search :

Show Recent Customers button :

Additional Options

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.

Traffic Performance Alerts

The Traffic Performance Alerts will send a notification to the emails listed within the Notify Emails and Notify Phone Numbers fields.

Each alert option allows you to apply a threshold for Affiliates and Campaigns separately. You can also choose a Traffic Time Range that the CRM will do the comparison against.

Decline % Max : The CRM will send an alert if an affiliate or campaign has a higher decline rate than specified.

Chargeback % Max : The CRM will send an alert if an affiliate or campaign has a higher chargeback rate that specified. This alert will only work if chargebacks are marked with the CRM - which does not occur automatically.

Prepaid Card % Max : The CRM will send an alert if an affiliate or campaign has a higher prepaid card rate than specified.

Fraud % Max : The CRM will send an alert if an affiliate or campaign has a higher fraud rate than specified. This alert will only work if a fraud detection plugin is applied to the campaign(s).

Conversion % Min : The CRM will send an alert if an affiliate or campaign has a lower conversion rate than specified. This is calculated as Sales / Clicks, which means that this alert will only work if the Import Click API call is used on your website. CheckoutChamp pages do this automatically.

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