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NCompass Product Management

Webinars

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

Updated 9 months ago by Sam Newsome

NCompass Web Management

Webinars

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

Updated 10 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 10 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 10 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 10 months ago by Jasmine Richardson

Agreements Detailed Enquiry

Agreements Agreement Reviews

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

Updated 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 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 10 months ago by Jasmine Richardson

11.06 New Features Part 2

Webinars 11.06 New Features

Learn about the new features of NCompass 11.06 with Ben Barter, as presented on the...

Updated 11 months ago by Sam Newsome

11.06 New Features Part 1

Webinars 11.06 New Features

Learn about the new features of NCompass 11.06 with Ben Barter, as presented on the 24th Januar...

Updated 11 months ago by Sam Newsome

Surveys

Webinars

Delve in to the new world of NCompass Surveys. Providing rich pipelines to your system to gathe...

Updated 11 months ago by Sam Newsome