Precis

FAQs

faq's, help and service articles

Browse below to find help and important information about the Precis E-business Platform and how to use its features.

Article ID	Title	Type	Last Modified
100032	Reports > Customer Orders by Application	Service Manager	10/18/2012 10:31:30 AM
100031	Reports > Item Sales by Application	Service Manager	10/18/2012 10:31:47 AM
100030	Reports > Contacts by Application	Service Manager	10/18/2012 10:32:06 AM
100029	Reports > Application Guide Health Check	Service Manager	10/18/2012 10:32:20 AM
100028	Reports > Application Guide Enrollment	Service Manager	10/18/2012 10:35:17 AM
100027	Sending a Mass Email	Marketing Manager	10/5/2012 11:27:29 AM
100026	Activating/Deactivating Shipping Methods	Commerce Manager	9/28/2012 3:03:55 PM
100025	Reports > Ecommerce Workflow Analysis	Commerce Manager	10/5/2012 9:46:03 AM
100024	Reports > Ecommerce Performance Summary	Commerce Manager	10/5/2012 10:34:07 AM
100023	Appending Custom Pricing Levels to Specific Contacts or Accounts	Account Manager	10/5/2012 9:44:49 AM
100019	How to Import Contact Lists	Contact Manager	10/5/2012 9:44:00 AM
100018	Creating Coupons	Marketing Manager	7/14/2010 11:43:06 AM
100017	Creating Triggers	Marketing Manager	7/14/2010 11:42:49 AM
100016	Creating Automated Abandoned Shopping Cart Emails	Marketing Manager	7/14/2010 11:42:02 AM
100015	The Marketing Manager Dashboard Glossary and Features	Marketing Manager	6/25/2010 3:30:56 PM
100014	Navigating the Commerce Extension in Precis	Commerce Manager	9/28/2012 3:02:07 PM
100010	Manually Enter Orders Through Sales Extension in Precis	Sales Manager	9/28/2012 3:01:52 PM

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Customer Success

"The Colorado Society of CPAs began working with Precis in 2000. Since then, the Precis team has guided us through three Web redesigns and the development of our e-learning applicatIon, along with hosting all of our Web solutions. The CSCPA relies on Precis as our outside IT resource, and wouldn’t think of using anyone else."

- Liz, Deputy Director, Colorado Society of CPAs