Getting Started

Default solution folder, feel free to edit or delete it.

Transaction Record Info
TABLE OF CONTENTS What is Transaction Record Info  Standard and Enhanced Record Info Enabling the Record Info Button Viewing Standard Transaction Recor...
Fri, Feb 5, 2021 at 1:17 PM
Creating Connected User Accounts and Access Privileges
There are many decisions to make when creating new user accounts and assigning access privileges.  For example, deciding which users will have access to se...
Fri, Feb 5, 2021 at 12:01 PM
Activating and Using Change Logs
Please Note:  This article applies to Connected 10.0.04 or greater Change logs are designed to track exact changes made to key profile records, which in...
Fri, Feb 5, 2021 at 3:04 PM
Analysis (Category) Codes
Article Contents What are Analysis Codes How to Set Up Analysis Codes Using Analysis (Category) Codes Assigning an Analysis Code to Primary Records Ad...
Mon, Mar 29, 2021 at 1:07 PM
Processing Customer Credit Cards in Connected
The following video is a recording training session on customer credit card processing. Learn how to: Basics of Card Processing and PCI Compliance P...
Fri, Mar 26, 2021 at 10:13 AM
How to Back Up a Connected on Demand File Manually
Note: This article is written for Connected on Demand users on version 10.1 or 10.2. It is not applicable when the Connected ODB Admin server software (macO...
Mon, May 3, 2021 at 9:46 AM