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Calculus Knowledge Base

Calculus Knowledgebase

Welcome Things might look a bit bare at the moment, please bear with us. We're adding new conten...

Updated 9 months ago by Sam Newsome

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 9 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 9 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 9 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 10 months ago by Sam Newsome

NCompass Product Management

Webinars

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

Updated 11 months ago by Sam Newsome

NCompass Web Management

Webinars

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

Updated 11 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 1 year 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 1 year 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 1 year ago by Jasmine Richardson

Agreements Detailed Enquiry

Agreements Agreement Reviews

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

Updated 1 year ago by Jasmine Richardson

Processing The Review

Agreements Agreement Reviews

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

Updated 1 year 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 1 year ago by Jasmine Richardson

Configuration

Agreements Agreement Reviews

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

Updated 1 year 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year ago by Jasmine Richardson

Overview

Agreements Agreement Renewals

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

Updated 1 year ago by Jasmine Richardson