ITM Setup: General Area
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate how to manage General area within ITM Setup.
Video:
Instructions:
1. Click on ITM.
2. Click on ITM Setup.
3. Click on General.
The General Area of the Setup within ITM will allow us to establish and manage contact details so that this information can be utilized for ITM reminders.
4. General Information includes Agency Logo and AHJ Display Name.
5. Both the Agency Logo and AHJ Display Name are managed from the Agency Setup area. Click on Admin.
6. Click on Agency Setup.
7. Make desired updated and changed from Agency Setup and this will feed into your General ITM Setup area so long as your "Business Portal" is enabled within your system.
8. For the remaining General Area Settings, we will navigate back to ITM Setup.
9. Click on General.
10. We can update or edit any Contact Information.
11. We can establish Communication Methods. Options include email, phone or both.
12. Lastly, we can include any special instructions we wish to convey to our Service Providers in this section.
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