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Calculus Software Solutions Online Help Desk

Calculus Knowledgebase

An account must be created for you by a member of the Calculus Software Solutions Admin Team befo...

Updated 5 months ago by Jordan Lane

Web Category Landing Pages

Webinars

Learn how to create and manage your category landing pages on your WebPresence 11 s...

Updated 6 months ago by Sam Newsome

Special Offer Text

WebPresence

Introduction The following guide will take you through how to setup Special Offer Text t...

Updated 6 months ago by Jordan Lane

System Security & Recovery FAQ

Calculus Knowledgebase

Last Reviewed 2025-05-22 Next Review Due 2026-05-22 Calculus ensure your syst...

Updated 6 months ago by Sam Newsome

NCompass Product Management

Webinars

Learn how to manage your products utilising price imports with Duncan Shaw, as pres...

Updated 7 months ago by Sam Newsome

NCompass Web Management

Webinars

Learn how to maximise the effectiveness of your WebPresence 11 website with Jordan ...

Updated 8 months ago by Sam Newsome

Letter Templates

Agreements Agreement Renewals

Configuring Renewal Letters in NCompass Email System Renewal letters are sent out via the NCompa...

Updated 8 months ago by Jasmine Richardson

Renewals

Agreements Agreement Renewals

Renewal Date There is a new tab on the agreement setup window (agreement step 1). Clicking th...

Updated 8 months ago by Jasmine Richardson

Configuration Options - Salesperson For Agreement Renewal Reviews

Agreements Agreement Renewals

Setting Salesperson for Agreement Renewal Reviews Navigate to Tools > Configuration. In the s...

Updated 8 months ago by Jasmine Richardson

Agreements Detailed Enquiry

Agreements Agreement Reviews

Finding Agreements in Review or Renewal Navigate to Agreements > Detailed Enquiry. Filter...

Updated 8 months ago by Jasmine Richardson

Processing The Review

Agreements Agreement Reviews

Review Enquiry Navigate to Agreements > Review Enquiry from the Agreements menu. This will ...

Updated 8 months ago by Jasmine Richardson

Entering an Agreement into the Review System

Agreements Agreement Reviews

Scheduling a Review from the Agreement Explorer Window Navigate to Agreements > Agreement Expl...

Updated 8 months ago by Jasmine Richardson

Configuration

Agreements Agreement Reviews

Setting up Agreement Review Types To set up agreement review types, navigate to the administrati...

Updated 8 months ago by Jasmine Richardson

Overview

Agreements Agreement Reviews

This module is specifically designed to manage agreements, it allows you to tag an agreement for ...

Updated 8 months ago by Jasmine Richardson

Agreements Detailed Enquiry

Agreements Agreement Renewals

Finding Agreements by Renewal Date To find agreements that by renewal date go to: Navigate to A...

Updated 8 months ago by Jasmine Richardson

Adding and amending Contract Versions

Agreements Agreement Renewals

Navigate to Administration > Agreements > Contract Versions This Admin window allows you t...

Updated 8 months ago by Jasmine Richardson

Configuration Options - NCompass Today Notifications

Agreements Agreement Renewals

NCompass Today Notifications – Charge Review: Navigate to Tools > Configuration. In the sea...

Updated 8 months ago by Jasmine Richardson

Setting up contract Versions

Agreements Agreement Renewals

The contract ‘Version’ allows the agreement to be tagged with the version of the originally signe...

Updated 8 months ago by Jasmine Richardson

Overview

Agreements Agreement Renewals

Your licencing must include one of the agreement modules (Rental, Maintenance, or Service) and Ag...

Updated 9 months ago by Jasmine Richardson

Configuration Options - Force version Selection

Agreements Agreement Renewals

When setting up new agreements or editing existing ones, you can force the selection of a contrac...

Updated 9 months ago by Jasmine Richardson