Onsite Renewals - Back Office Renewals - Powered by Kayako Help Desk Software

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Onsite Renewals - Back Office Renewals

Posted by Heidi Tower, Last modified by Tiffany Vu on February 11 2022 11:27 AM

See attached documentation for steps to complete Onsite renewals in the Back Office.

Additional training video available! (Includes instructions on generating holding tank letters.)

Attachments
Attachments

Back Office Renewals.docx (401.16 KB)

Back Office - Processing a Renewal Record Started Online.docx (169.08 KB)

Back Office - Processing a Renewal when not Accepting Payment Online.docx (147.13 KB)

Record List Filters.docx (14.57 KB)

Get Current Reference Owner at Renewal.docx (80.91 KB)

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