How to add fields to the quick searches within CSI Applications

If an additional field, other than those setup as the default in the quick search drop down are desired follow these steps:

1. Go to the server and log in as administrator, or if you are a standalone user, this can be done from that workstation.

2. Left click on your start button and click all programs.

3. Click on CSI Maintenance

4. Click the Configure Maintenance Icon.

5. Click the left arrow until you see util32 in the database and Property in the table.

6. Enter the search name that you want displayed in the software in the T# field (NO SPACES).

7. Enter the program field name that you want to add to the search in the E# field. These have to be the field names that are used in the background of the program. These are not what you see on your screen.

8. Once that is complete, run the maintenance and you should see your new search option.

How to contact Technical Support

User Responsibility

Prior to calling support the user must have completed the following tasks:

1. Run the maintenance program (Maintenance.exe).

2. Run the Manual Recalculation
60% of all support questions are solved or further advanced by running these two functions. That is why it is required that the user has run both programs prior to calling.

Steps to Calling Support

1. When the Capital automated system answers, select extension #1 for support and when prompted leave your name. Then either the technician will answer the line or you will be sent to voice mail. Please leave a message, the voice mail is converted into an audio file and attach it onto an email, which is sent directly to all support in boxes. When received the email will be placed into the online help desk.

2. When a support technician reads the event, you will be contacted immediately or notified by email if the event requires more testing prior to contacting you. Support questions are entered and answered in the order they are received.

3. When the technician calls please be prepared to possibly test multiple scenarios. In an effort to minimize call lengths and improve responsiveness to all users, technicians cannot wait on hold.
When the event is solved the user will receive a closing email.

4. Support may also be contacted via email at support@capitalsoftwareinc.com. Please leave the name of your organization, your name, phone number, extension and a detailed description of the issue. If you have received alerts or errors please either make a screen print of the alert and attach it to the email, or write it line for line in the email. This will allow us to research the issue before we call back.

How to Enter a New Support Ticket into the CSI Online Helpdesk

The first step in entering your support issue into our online help desk is to first go to our new website at http://www.capitalsoftwareinc.com/.

2. Locate the Customer Support drop down along the left side of the screen.

3. Select Online Help desk

4. The Capital Software "TouchPoint" log in screen will appear. Enter your user name and password and click the log in button.

Note: Your user name and password must be setup prior to entering the help desk. You may contact support at 888-553-9991 X-1.

5. The TouchPoint online help desk entry screen will then appear. Using the drop down choose your name and then click the Add Ticket button at top left of the screen.

6. The main entry screen will appear.

7. In the Category drop down choose Support.

8. In the Topic drop down select the topic that best describes your issue. If there is non close to your issue choose "A General Question".

Note: The contact information will be filled in automatically.

9. In the Issue field enter a short description of the Issue. For example New Activation Key Needed.

10. In the detailed description field enter just that, a detailed description of your issue including any alerts or errors received. The more detailed the better.

11. When finished with the description of the issue scroll to the bottom of the screen and click the Save & Close button.

It is just that easy. You have entered a new support ticket into our help desk and an email will automatically be sent to support and to the users email.

Process a Credit into a Refund

Follow these steps to Process a Credit that exist in the credit field on the main screen into a refund.

1. Go to the account.

2. Right down the amount of credit you want to refund.

3. Click on the single payment button. If there are charge lines listed above, then right click on each of the lines to make sure that the checkmark is taken out of the process column for each line.

4. In the "Total Payment" field enter the credit amount you want to refund.

5. In the credit processing section enter in the field "Amount from Credit you want to use" enter the same amount as in previous step. In the drop down choose "Credit Only".

6. Click ok. Then choose gl accounts for credit and double click.

7. Then choose REFUND from the drop down.

8. Then choose refund gl accounts and double click.

9. Receipt will pop up with the account information including mailingaddress and amount to print the check.

Picking a Backup Service

In today's IT world it is critical that you have a data backup plan in place.  It is not realistic to assume a backup is in place and working or you can not ignore the need for a backup.  We have had many users experience server crashes, lightning strikes, etc and those events will ruin your day if you do not have a backup ready to restore.

Some questions to ask your IT person:
1. Is a backup being made of our data?
2. How often is the backup performed and when?
3. What is being backed up?  Is my Capital data included?
4. Is the backup to a drive connected to the computer? (like a portable hard drive that you switch out each day).
5. Is the backup to a website backup service(remote) (not a physical drive attached to pc)?
6. Do you have proof that a backup is being performed?

The good news is that backup services have become inexpensive.  You can buy a "My Book" 1TB for @$100 or pay an online service like Carbonite.com @$55 / yr.  Most devices come with software to automate the process so you can set it up once and let it do its backup automatically.

How to use the Quick Query Within CSI Applications.

How to Quick Query

The PIDN search is the easiest. Just CLICK on the button and enter the number. The box can be moved anywhere on the screen and can be left open.

Step 1: CLICK on the Quick Query button located to the right on the Account screen.

Step 2: Using the drop down choose the filter you wish to use for your search (i.e. Owner Name) and CLICK Run Search. The Parameter Entry screen will appear.

Step 3: If you know the parameter such as Owner Name enter it here. If you would like to bring up all of the accounts under a certain letter or number type that number in with a percent sign after, this will pull all accounts that start with that letter. CLICK Next.

Step 4: The reenter button will appear and if you are satisfied with your previous entry and wish to search to continue CLICK NO. If you wish to re-enter your parameter CLICK Yes.

Step 5: The search should be complete. You can also use the Next and Previous buttons to move through accounts.

Note: You may CLICK the search field headers to change the filter view for the above display. For example you could CLICK on the PIDN field and the information would be listed by PIDN.
A search by PIDN can be done from the Account screen. Type the PIDN in the “Search For” field and hit enter. The account screen will now show the desired account information.

Adding a New User to Security with in CSI Utility, Property Tax and Revenue Management Software.

To add users to the system:

1. Click on Security and Edit/Change User



2. Click on the Add Row button (plus sign button)

3. Type in the User Id press Tab. This can be the computer name or any common name to identify the user.

4. Type in the User Name press Tab. This field is a description. For example you may want to type in a user’s full name. For login purposes the system uses the User Id.
Type in the Terminal ID (These should be unique to each user and 000 is reserved). The terminal Id is used to identify transactions performed by each user. It is standard to start with 001 and increase by 1 for each user. It is recommended to keep a list of your terminal id numbers. That will help you when running payment activity reports.

5. Type in a password in the password field.

6. Click the Save Button.
Continue to the next user and repeat these steps or exit out of security to enter the program.

*Note – If the system informs you of an “invalid password” when you attempt to login after adding a new user, log back into the system as administrator and make sure that the system encrypted the password assigned to the user.

Note: If encryption is valid there will be a string of characters as shown above. If the password is not valid then the password as it was entered will still be entered in the password field.