bks

Would we be able to trigger the Phone Verification for just ONE of our services or service types. I only want to validate outbound SMTP, the rest we don’t get fraudulent orders for.

Thank you we are reviewing right now. We have 10 staffers because we run 24x7 and it's tough trying to help them figure out how to do each thing in the system. We are recording videos for ourselves right now to support this mode of training. Thanks for the links

Hi all, First post, and yes I did a search but only found old information. I am in the process of switching to WHMCS from a home built solution and I am loving it - however it's more complicated and my support team is having problems with some of the account management functions. Is there a tutorial series that I can link them to, or buy that goes through the process of the basic account management requirements. Suspend, unsuspend, create new, lookup, add credit, merge accounts, refund, lookup cc, apply payment, add products - for version 6. I have found tutorials on how customers can use the interface AND how to setup the WHMCS system - but I don’t see anything for how a support person uses the system How are you guys training your teams on managing your clients?