Spring24 Admin Guide

Page tree

You can define the behavior of the uploading process of accounts and define the types and classifications of an account.

Defining the Bulk Account Upload Process

To define the behavior of the uploading process of accounts: 

  1. On the Configure tab, click Account > Accounts Config.
    The Accounts Config window appears.
  2. Click the Settings tab.
  3. If you want an account that already exists on the LiveVox Portal (LVP) to be overwritten when the same account is imported to LVP, in the General section, select the Bulk Account Upload checkbox. Otherwise, clear the checkbox.

Creating an Account Type

The type of an account is determined by the Type field of an account. You can create the options (account types) for the Type field. 

To create an account type:

  1. On the Configure tab, click Account > Accounts Config.
    The Accounts Config window appears.
  2. On the Settings tab, in the Account Types section, click New.
    The New window appears.
  3. In the Please enter type name field, enter a name for the type, and then click Save.
    The type is created, and it appears in the Account Types section. This type appears as an option in the Type field of an account.
  • The order in which the types appear in the Account Types section represents the order in which they appear as options in the Type field of an account. You can modify the position of a type by dragging the name of the type in the Account Types section to the position you want.
  • In the Account Types section, you can:
    • Modify the name of a type by clicking the Name cell in the row displaying the type and then entering the name you want.
    • Search for a type by entering in the Filter box the partial or complete name of the type.
    • Delete a type by hovering over the row displaying the type and then using the delete icon .

Creating an Account Classification

You can define the options that appear in the Classification field of an account by creating account classifications (for example, Gold, Platinum, or Silver). Each of the account classifications that you create is displayed as an option in the Classification field of an account.

To create an account classification:

  1. On the Configure tab, click Account > Accounts Config.
    The Accounts Config window appears.
  2. On the Settings tab, in the Classifications section, click New.
    The New window appears.
  3. In the Please enter classification name field, enter a name for the classification, and then click Save.
    The classification is created, and it appears in the Classifications section. This classification appears as an option in the Classification field of an account.
  • The order in which the classifications appear in the Classifications section represents the order in which they appear as options in the Classification field of an account. You can modify the position of a classification by dragging the name of the classification in the Classifications section to the position you want.
  • In the Classifications section, you can:
    • Modify the name of a classification by clicking the Name cell in the row displaying the type and then entering the name you want.
    • Search for a classification by entering in the Filter box the partial or complete name of the classification.
    • Delete a classification by hovering over the row displaying the classification and then using the delete icon .
  • No labels