Wallets - R5&R6

Owned by Persia Xenopoulou (Deactivated)
Last updated: Oct 19, 2015

What is a Wallet? Check how CRM.COM defines it! 

A Wallet is a type of account which contains an amount of money that can be used to fund transactions within CRM.COM. It works as a mini-ledger that can easily be topped up by various payment events, or spent by CRM.COM functions such as Prepaid Subscriptions or the redemption of Awards.
Wallets are debited and credited through Wallet Transactions.

What are you going to learn by reading this manual?

 How to view, create and modify wallets 

 How wallet allotments are used

 What are wallet transactions

 How to manually or automatically create wallet transactions

 How the wallet balance is calculated

 How you can set up wallet definitions to meet your business requirement

 

Want to start using Wallets? Get to know the basics!

 

Interested in more? Find out how to make the most out of this module!

Find out about Wallet Transactions and wallet transaction allotments


 

Are you an admin user? Learn everything that your are expected to know!

Learn how to set up your Wallets related business processes and rules through our extensive Module Configuration features

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    Wallets - R5&R6 —

    A Wallet is a type of account which contains an amount of money that can be used to fund transactions within CRM.COM. It works as a mini-ledger that can easily be topped up by various payment events, or spent by CRM.COM functions such as Prepaid Subscriptions or the redemption of Awards.
    Wallets are debited and credited through Wallet Transactions.

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