How to chage the system defaults within CSI Applications

1. Click on System Setup and Edit System Default Controls

2. Type in the Organization Address press Tab

3. Type in the City, State, and Zip

4. At this point any of the other fields may also be filled out.

5. When all desired fields are filled in with your organizations information click Save and then close this window.

Note: If at any time it is noticed that the organizational information is incorrect on a report or bill format then the information is incorrect on this screen and should be updated. (This holds true unless the report is hard coded and the report does not pull from this table. If this is the case contact support for assistance.)

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 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.

How to Add a New Account within CSI Revenue Management Software.

Add a New Account

Adding a new account is simple. Follow these instructions.

1. Click Account / Add New.

2. The screen is blank. The system will assign the next account number. You may change that number if you want. It must be unique. Fill in all the other information such as addresses, numbers, email, etc.

3. When all the generic account information is entered, click Next, Previous then Save. Then continue on to “Add A New Service.”

Note: Step 3 is very important. When creating a new account the index on the tables are temporary. If Next, Previous and then Save are not clicked the index will not become permanent and when the account is accessed the account will be gone.

Note: The PIDN may be changed at this time only. If the PIDN is changed after services and charges are added the links between the tables will be changed and the data will become orphaned and inaccessible.