General Administration
Information on how to administer your MCA Suite instance
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
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
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
Yes! An administrator can change which columns are displayed on the Deal Search page for everyone. Additionally, different columns can be displaye...
Fri, 16 Jul, 2021 at 11:13 AM
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
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
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
The history of the activity log is kept for six months.
Fri, 16 Jul, 2021 at 11:08 AM
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
If you have the Leads tab enabled, you can add your own custom Lead categories on the Application Configuration page. To add your own contact cate...
Fri, 16 Jul, 2021 at 10:46 AM