Difference between revisions of "Spotchu"
From Contensive Wiki
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*Click ADD to add a new category or click the paper/pencil icon next to a category to edit it. | *Click ADD to add a new category or click the paper/pencil icon next to a category to edit it. | ||
*Put the category name in the Name field and click OK to save changes. | *Put the category name in the Name field and click OK to save changes. | ||
| + | |||
| + | ===Setup the Admin emails for the accounting To Dos=== | ||
| + | |||
| + | *The following emails are sent to notify a Spotchu Admin when funding needs to occur: | ||
| + | **When a lender funds a loan, the email "Admin Action Required - Payment To Borrower" is sent. | ||
| + | **When a borrower pays to extend a loan, the email "Admin Action Required - Extension Payment To Lender" is sent. | ||
| + | **When a borrower fully pays back a loan, the email "Admin Action Required - Full Payment To Lender" is sent. | ||
| + | |||
| + | *To set up the email to go to the group of your choice: | ||
| + | **Login and click ADMIN, MANAGE EMAIL, SYSTEM EMAIL. | ||
| + | **Find the email you want to edit, click on the paper/pencil icon to open it and click on the SEND TO GROUPS tab. | ||
| + | **Select the group you want to receive the email and click OK to save changes. | ||
| + | |||
| + | *To set up users to be in the group you selected: | ||
| + | **Login and click ADMIN, MANAGE USERS, PEOPLE. | ||
| + | **Find the person you want to be in the group, click on the paper/pencil icon to open the user record and click on the GROUPS tab. | ||
| + | **Select the group that you setup in the Admin email and click OK to save the record. | ||
==Reference== | ==Reference== | ||
Revision as of 18:05, 19 January 2017
Contents
[hide]Terms
- Production Server
- http://spotchu.com/
- Staging Server
- http://spotchu2.sitefpo.com/
Roles
See Roles for the built-in Contensive Roles.
HowTo
Update the percent charged for collateral insurance
- Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL and SPOTCHU SYSTEM SETTINGS.
- In the field "Insurance value percent from Stated Value", type in the number for the percent you want to charge for collateral insurance. For example, if you want to charge 10% of the stated collateral value as insurance, you would type 10 in the box. Click OK to save changes.
Update the categories for collateral insurance
- Login and click ADMIN, MANAGE ADD-ONS, SPOTCHU DATA MODEL, System Collateral Categories.
- Click ADD to add a new category or click the paper/pencil icon next to a category to edit it.
- Put the category name in the Name field and click OK to save changes.
Setup the Admin emails for the accounting To Dos
- The following emails are sent to notify a Spotchu Admin when funding needs to occur:
- When a lender funds a loan, the email "Admin Action Required - Payment To Borrower" is sent.
- When a borrower pays to extend a loan, the email "Admin Action Required - Extension Payment To Lender" is sent.
- When a borrower fully pays back a loan, the email "Admin Action Required - Full Payment To Lender" is sent.
- To set up the email to go to the group of your choice:
- Login and click ADMIN, MANAGE EMAIL, SYSTEM EMAIL.
- Find the email you want to edit, click on the paper/pencil icon to open it and click on the SEND TO GROUPS tab.
- Select the group you want to receive the email and click OK to save changes.
- To set up users to be in the group you selected:
- Login and click ADMIN, MANAGE USERS, PEOPLE.
- Find the person you want to be in the group, click on the paper/pencil icon to open the user record and click on the GROUPS tab.
- Select the group that you setup in the Admin email and click OK to save the record.
