This month we have a duo of holiday related Bite-Size Videos for you! Both videos are just a few minutes long and will help you optimize your holiday banking experience, avoiding holiday headaches before they arrive!
The holiday season comes with often unavoidable interruptions in Change Order delivery service. This first video explains how to create or edit your Change Order Delivery Template so you can have an accurate picture of what days deliveries actually take place over the holiday season.
While this is a routine onboarding process when clients first get started with DTS Connex, they may have to periodically or seasonally edit to reflect location-related changes or a holiday delivery schedule. This video explains how to select which dates will result in no delivery due to a holiday. We’re sharing this to help prepare for the upcoming winter holidays, but year-round federal holidays are available to update at this time!
Watch the video below to figure out how to make these changes!
How to Create Holiday Change Order Templates
All this Change Order delivery talk making you realize you have some locations with outdated Change Order delivery information? Now is the perfect time to do a little winter organization!
Watch the video below to learn how admin users can update Change Order delivery information by location!
How to Create a Change Order Delivery Template
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Click here for quick access to the library of Bite-Size Videos:
September Bite-Size Video Index (Create a Message in Message Center)
August Bite-Size Video Index (How to Update Regions, Districts and Subdistricts Using a Spreadsheet)
July Bite-Size Video Index (How to Validate Addresses)
June Bite-Size Video Index (Stale Deposits & How to Set Up Deleted Deposit Reason Codes)
May Bite-Size Video Index (How to Reset a Users Password & How to Create a Message in Message Center)
April Bite-Size Video Index (Deposit Adjustment Notification, POS Over/Short Notification, Deposit Not Prepared Notification, Counterfeit Notification & Search Events)
March Bite-Size Video Index (Verify a Change Order, One Search for Change Orders & Search Deposits with DTS Connex and Armored Carriers)
February Bite-Size Video Index (Create a New User Group, Manually Add New Users/Activate and Send Welcome Emails, Import New Users from a Spreadsheet, Reset a User Password and Delete Users, Activate or Deactivate Locations Manually or from a Spreadsheet & Delete Locations)