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CL2AN - Entering Custom Receipt Text
in
Class-to-AN Financial
;
Class-to-AN General Configuration
;
Class-to-AN Reporting
CLASS To add customized text to the receipt report, go to Tools > Options > General > Receipt Text ACTIVE Net Follow the steps outlined in this article: Editing Receipt Text
Last Updated: 11/11/2015
CL2AN - Updating My User Password
in
Class-to-AN General Configuration
CLASS For a user to change their own password, they could click on File > Change Password in any module. ACTIVE Net Follow the steps outlined in this article: Updating My User Password
Last Updated: 11/11/2015
CL2AN - Adding Alternate Key to Client
in
Class-to-AN General Configuration
;
Class-to-AN Memberships
CLASS Alternate keys are assigned in Client > Maintain Alternate Keys ACTIVE Net Follow the steps outlined in this article: Adding Alternate Keys to Customer Accounts
Last Updated: 11/11/2015
CL2AN - Creating a Supervisor
in
Class-to-AN General Configuration
;
Class-to-AN Registration
CLASS Client record is created then supervisor status is granted in Maintain Staff/Users ACTIVE Net Follow the steps outlined in this article: Creating a Supervisor
Last Updated: 11/11/2015
CL2AN - Adding Customer Alert Prompt
in
Class-to-AN General Configuration
CLASS Adding an alert to a customer’s account is normally done in Program Registration > Client > Maintain Client Details ACTIVE Net Adding an alert in ACTIVE Net is similar. Use the steps outlined i...
Last Updated: 3/19/2015
CL2AN - Create Account Category
in
Class-to-AN General Configuration
CLASS Account Categories grouped accounts and were set up in System Maintenance > Accounts > Maintain Account Categories ACTIVE Net Account Categories are referred to as Customer Types and can be cre...
Last Updated: 3/11/2015
CL2AN - Assign Account Category to Account
in
Class-to-AN General Configuration
CLASS Account Categories allow Organizations within CLASS to be grouped and can be assigned to an account in System Maintenance > Accounts > Maintain Organization > Category ACTIVE Net Account Cat...
Last Updated: 3/10/2015
CL2AN - Create Birth Date Alternative
in
Class-to-AN General Configuration
CLASS Adding Birth Date Alternatives would normally be done through System Maintenance > Accounts > Maintain Birth Date Alternative See article for further detail: CLASS - Create Birth Date Alternat...
Last Updated: 3/10/2015
CL2AN - Glossary of Terms General Configuration
in
Class-to-AN General Configuration
CLASS FeatureACTIVE Net FeatureDefinitionNotes Terminals Workstations Assigned name of physical PC Each user or PC should be assigned their own workstation or terminal to perform tasks Locations Site ...
Last Updated: 3/10/2015
CL2AN - Scholarships and Subsidy
in
Class-to-AN Financial
;
Class-to-AN General Configuration
CLASS Scholarships are applied to customer balances and registrations as either customer account adjustments or registration adjustments against a scholarship GL Account. Please see the following arti...
Last Updated: 2/5/2015
