Katie Priest
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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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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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How to Configure Premium Settings
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Video - Payment Request
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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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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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How can agents leverage knowledge to help customers?
You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...
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How do I publish my content in other languages?
If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...
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How do I customize my Help Center?
You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...
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What are these sections and articles doing here?
This FAQ is a section in the General category of your Help Center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...