ITM Setup: General Area

ITM Setup: General Area

Purpose:

  1. The purpose of this Knowledge Base Article is to demonstrate how to manage General area within ITM Setup. 

Video:


Instructions:


1. Click on ITM.


Click on ITM.



2. Click on ITM Setup.


Click on ITM Setup.



3. Click on General.

Info
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.

Click on General.



4. General Information includes Agency Logo and AHJ Display Name.


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.


Both the Agency Logo and AHJ Display Name are managed from the Agency Setup area. Click on Admin.



6. Click on Agency Setup.


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.



For the remaining General Area Settings, we will navigate back to ITM Setup.



9. Click on General.


Click on General.



10. We can update or edit any Contact Information.


We can update or edit any Contact Information.



11. We can establish Communication Methods. Options include email, phone or both.


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.


Lastly, we can include any special instructions we wish to convey to our Service Providers in this section.




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