Articles
Adding/Editing a Panel Type
To add or edit a Panel Type to a system, follow the steps below. Navigate to CRM > Customers > choose the Systems tab Search for your Site Name Once you have located your System/Site, click the hyperlink under System # Click Edit (top...
How to check the autopay date on an eCheck
Managely gives the dealer/employee the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay, witho...
How to update customer type on customer page
The below steps are how to update the customer type that appears on the customer page.
In this example we will change customer 3704 from Residential to Commercial
Go into the customer's page in question and click the edit button
...
How to check the autopay date on a credit card
The dealer/employee has the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay without the abi...
How to check the autopay date on an eCheck
The dealer/employee has the ability to pick the autopay date for their customers.
* Note: end users (dealer’s customers who enable autopay through the customer portal, are defaulted on the 1 st of the month for autopay, without the ab...
How to Search for Customers by City in Managely
Follow the steps below to search for customers by city.
Click on CRM > Customers
Click the three vertical dots (ellipsis) to the right of the ’City’ column
Hover over filter
Click on the ‘contains’ drop dow...