Katie Priest
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Activity overview
Latest activity by Katie Priest-
Katie Priest created an article,
How to add your phone number to Rise CRM
Background The purpose of this article is to show a use of RISE CRM how to add their phone number. ⚙️ Procedure Sub-Heading 1. Open your "user profile" page 2. Find the "Mobile" field 3. Add you...
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Katie Priest created an article,
How do I Process a Refund in Rise OS?
To refund a cardholder from a closed batch transaction Go to Reports >Transaction Details Report >View >Refund You can issue a partial or full refund
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Katie Priest created an article,
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Katie Priest created an article,
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Katie Priest created an article,
Ordering or re-ordering checks
Log into your nbkc account at nbkc.com or open the mobile app. Under Services, choose Check Re-order Follow the instructions and enter your routing number, account number, and zip code in the fi...
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Katie Priest created an article,
Forgot Your Password? No Problem!
You're in luck - just click the link below, and you'll be prompted to Reset Your Password via secure email CLICK HERE TO RESET YOUR PASSWORD! Here's a step by step training video and guide:
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Katie Priest created a post,
What is the community?
The Help Center community consists of posts and comments organized by topic. Posts might include tips, feature requests, or questions. Comments might include observations, clarifications, praise, o...
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Katie Priest created a post,
Which topics should I add to my community?
That depends. If you support several products, you might add a topic for each product. If you have one big product, you might add a topic for each major feature area or task. If you have different ...
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Katie Priest created a post,
How do I get around the community?
You can use search to find answers. You can also browse topics and posts using views and filters. See Getting around the community.
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Katie Priest created a post,
Feature a post
Community Managers and moderators can get traction for certain posts by featuring them in a topic in your Help Center community. Learn more