Customer Settings

To edit any Customer related settings, Navigate to Settings > Customers

Here, there will be three options to select from: Portal, Chat bot, and Miscellaneous Payments.

Customer Portal

For portal settings, these options are related to the customer portal. They include the option to select the Contact linking verification level, add the Organization slogan for them to view, and enable one-time payment verification. See Contact Linking verification Level help document

Chatbot

Settings for the chatbot include enabling the portal chat bot so our AI bot can support the customer portal with any questions.

You can also refine the topics, and new topics can be added so the chat bot can help customers.

Miscellaneous Payments

To edit or add a Miscellaneous payment category, you can do so by selecting the +Add Category under the Miscellaneous Payments section.

You will then configure the category with the name and transaction type.