To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered into the free text field. � The Agent Usergroup must be selected from the Dropdown menu. For further information on creating New Usergroups, please visit the following link�Creating Usergroup. � A Division that the Login is associated with
To create Agents login go to Main Menu > System Setup > Access > Logins > +Create. Enter a Username�and�Password into the free text field which will be used to access the system. � The�Name (Full name) and Email Address of the Agent must be entered into the free text field. � The Agent Usergroup must be selected from the Dropdown menu. For further information on creating New Usergroups, please visit the following link�Creating Usergroup. � A Division that the Login is associated with
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To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This Date Type can then be selected and associated with a Cycle if required. For further information on creating Cycles, please visit the following link�Creating Cycles. When Disable Free Type is checked, expiry date fields will display the
To create Report Dates go to Main Menu > System Setup > Report Setup > Report Types >select required Report > Dates. Select + New Date Type to open an additional field where the�Name of the New Date Type can be entered into free text field.� This ...
To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The Agents Contact�Login details that have been created for the Contact must be selected from the Login Dropdown to associate the Login with the user.� If a Login hasn�t been created but is required, it can be created by selecting the New Login
To create Agent Contacts go to Main Menu > System Setup > Company > Agents > select required Agent > Contacts tab > +Create. The Name, Job Title, Telephone, Email, Fax and Mobile details of the Agent can all be typed into the free text fields. The ...
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an Agent is to be associated with the Customer then the Agents name can be selected from the Dropdown menu.� The�Notes field is used to store notes on the Customer for information only. If there are�Divisions�created in the System, these wi
New Customers can be added to Kinetic from Main Menu > Customers > +Create.� Selecting the Create button will bring up the Create Customer Screen where details of the Customer Name,�and Account Code can be entered into the free text fields. If an ...
In order to create a Login for any Kinetic platform a�License Key�must be used. The current license key balances are always displayed on the Logins�screen (below).�Additional License Keys can be purchased from Motion Software at any time by contacting the support team or your Account Manager. Select the Create button to start creating a new Login. You will have to enter a Username, Password, Name, Email Address, Usergroup and Division in order to proceed. A�Code�can be entered for Infor
In order to create a Login for any Kinetic platform a�License Key�must be used. The current license key balances are always displayed on the Logins�screen (below).�Additional License Keys can be purchased from Motion Software at any time by ...
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can be selected from the Dropdown Menu. By Selecting the Symbol an Area where the Site is Located can be selected. New Areas can be created from System Setup > Company > Areas.� The Division�dropdown, will list all existing Divisions.
To add a new Site go to Main Menu > Customers > Select required Customer > Sites > +Create New.� On the Create Site screen details of the Name, Code, Description�and�Notes can be entered into the free text fields. Customer associated to the Site�can ...