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Note
Italicized terms represent clickable icons on the specific screen being discussed.
The purpose of this guide is to explain what steps to take if you find units are missing within CallPotential however appear in StorEdge.
Access - Note: You need to log into your StorEdge account at the location-level to complete these steps. You will need to complete steps (A) through (F) to confirm units are visible in CallPotential.
(A) Units - From the Location Dashboard, click to access your complete list of individual units.
(B) Individual tab - Make sure this tab is selected.
(C) Select a Specific Unit - All you need to do is validate that one, specific unit is integrated with CallPotential which you will do in steps (D), (E), (F).
(D) Rentable? - This setting needs to be set to "Yes." If it isn't, click (E) Edit Status to adjust it.
(F) Excluded from API? - If this reads, "No" you are finished; there is nothing else that needs to be done. If it says, "Yes" continue following the steps in this guide.
Note: Only continue this guide and complete the remaining steps if (F) reads "Yes".
(G) Settings - Click to access the location settings.
(H) Units - Click to access the Units page.
(I) Groups - Make sure this tab is selected.
(J) Edit - Edit the Unit Size you need to have shown in the API.
(K) Exclude from API - Confirm this box is unchecked.
(L) Save - Click to save your settings.
