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Difference between revisions of "Setting Up Follow-On Tracking"
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3. Now you will be taken through three screens to configure the customer as as FOT customer. | 3. Now you will be taken through three screens to configure the customer as as FOT customer. | ||
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'''NOTE!!''' Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer. <br> | '''NOTE!!''' Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer. <br> | ||
Revision as of 16:28, 10 July 2012
<< Back to Follow-On™_Tracking
Overview
NOTE: This page is being updated. We will continue to add information to this page to make it more useful.
The set up to allow your customers to being using Follow-On Tracking™ (FOT) can be completed in five easy steps.
1. "Turn-On" Follow-On Tracking™ (FOT)
Once you've purchased the FOT module, Trackabout Support Personnel will need to update your client configurations. This will allow you to have access to the FOT menu and components. This should be the only step that has to be completed by Trackabout Support. All other steps will be accessible to you.
2. Modify Customer Accounts
Even though the FOT module has been turned on and will be available for use with any customer, you will need to set up the particular customers who will be utilizing the module.
Steps:
1. When viewing a customer detail page, click on "EDIT" located in the "Customer Info" box toward the top middle of the Customer Profile page.
2. Scroll down to the bottom of the Customer Edit page. You will see the option to check the box to enable FOT for this customer. Check the box and click save.
3. Now you will be taken through three screens to configure the customer as as FOT customer.
NOTE!! Once a Customer account has been enabled for FOT, you, as a client user will not be able to turn it off. You will need assistance from Trackabout personnel if you want to discontinue the FOT capability for a particular customer.