Payment Related

• Can our customers pay us with a credit card in Crik-IT?
• Credit Card payments in Crik-IT - Step 1 Connect to Stripe
• Credit Card payments in Crik-IT - Step 2 Tell Crik-IT which customers can make credit card payments
• How to require payment when an order is submitted

Managing Portal Users

• Create a username for a sales rep, or invite sales reps to become users
• How can I see the usernames we have already set up in Crik-IT
• How to Give a Rep User Access to Multiple Reps' Leads and / or Customers
• How do I delete a user?
• Create a user name for an In-house user
• Create a user name for a Sales Rep user

See all 7 articles

Setting Permissions

• How to Configure the Inventory Information Your Customers See
• Maintain Permissions for Customer Users
• How do I set permissions for rep and in-house users?
• How to allow an In-house user to maintain your Stripe credit card configuration

Portal Administration

• Add Your Logo to Your Crik-IT Portal
• How To Do A Full Data Sync
• Tell Crik-IT Which Email Address to Use as the Order Desk Email Address
• How to Set Sales Targets and Customer Visit Goals in Crik-IT
• Can I enter a note on a separate line when entering an order?
• Can I add a blank line to an order?

See all 18 articles