Agent Transactions
Finance > Agent Transactions Marketing > Agent Dashboard > Financials Tile > More The Agent Transaction screen allows you to manage and track all financial… Read More »Agent Transactions
Australian RTO software
How to Upload Custom Report Template in TEAMS
Admin > Report Template You can upload a Word-based custom report template into TEAMS so that your branded documents print exactly as you need them. This… Read More »How to Upload Custom Report Template in TEAMS
How to Customise Report Template in TEAMS
Admin > Report Template Overview We have five Word reports that you can customise in TEAMS: How to download the Master Template of any Report… Read More »How to Customise Report Template in TEAMS
Report Template
Admin > Report Template The Report Template feature in TEAMS is an essential tool for easily generating a variety of reports. It allows you to customise… Read More »Report Template
Contact Log
Contact logs are like notes for an RTO. TEAMS allows you to create contact logs for students, employers, and agents. You will see this option… Read More »Contact Log
Send an SMS
TEAMS gives you the functionality to send out SMS/s to students, employers, and agents. You will see this option on all the listing screens and… Read More »Send an SMS
SMS Template Entry Screen
Admin > SMS Template Screen > + SMS Template Button An SMS template entry screen allows users to create or edit templates for sending SMS (Short… Read More »SMS Template Entry Screen
SMS Template
Admin > SMS Template The SMS Template screen displays a grid with all available SMS templates. To find a specific template, enter its code or name… Read More »SMS Template
Email Template
Admin > Email Template The Email Template Welcome screen allows you to craft email templates tailored for various entities within the system, such as Applicants, Applications,… Read More »Email Template
Fee Entry Screen
Finance > Fee > +Add button The Fee Entry screen makes it easy to add new fees or modify existing ones. To create a new… Read More »Fee Entry Screen