General Administration

Information on how to administer your MCA Suite instance

Can I categorize or filter my Document Merge templates?
Yes! If you have several Document Merge files uploaded to your CRM, and you need a way to quickly filter or group the options you want to merge, you can set...
Fri, 31 Jan, 2020 at 2:18 PM
Can I see other users' tasks?
Yes, Admins and Managers can see everyones tasks.  Navigate to the Home > Tasks page.  In the Assigned To filter, select the user you want to view tasks ...
Tue, 9 Jan, 2018 at 10:10 AM
How can I setup default commissions?
If you are entering the same company or contact as commission for each deal then it is useful to setup default commissions.  Default commissions will all...
Thu, 11 Jan, 2018 at 12:46 AM
Can the columns on the Deal Search page be customized?
Yes! An administrator can change which columns are displayed on the Deal Search page for everyone.  Additionally, different columns can be displayed per sta...
Thu, 25 Oct, 2018 at 1:28 PM
How to highlight deal status on Deal Search page with different colors?
MCA Suite has created the ability to set colors for your different statuses depending on the last time a deal status was updated for the deal.  You can f...
Mon, 25 Jun, 2018 at 12:56 PM
How to enable advance checklist mode?
MCA Suite has created a more advanced checklist page that allows users to check when an item is "Received" and when it is "Approved."...
Mon, 15 Oct, 2018 at 11:39 AM
Can I customize filters on the Deal Search page?
Yes! Similar to how columns on the Deal Search page can be customized, Administrators can change which filters are displayed on this page for everyone. This...
Tue, 12 Mar, 2019 at 11:41 AM
How long is Activity Log kept?
The history of the activity log is kept for one year. 
Wed, 7 Aug, 2019 at 9:44 AM
How can I setup default collection methods?
Do you always need to setup the same collectors and merchant numbers by either Deal ID or Deal Name?  The system can automatically create that for you wh...
Fri, 9 Aug, 2019 at 11:43 AM