Versions Compared

Old Version 15

changes.mady.by.user Wendy Pirkins (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

RETURN TO THE MAIN SUPPORT PAGE

Note

Italicized terms represent clickable icons on the specific screen being discussed.

The purpose of this guide is to

ensure your StorEdge settings are configured appropriately for a successful integration with CallPotential. Some settings in StorEdge could limit functionality within the CallPotential system specifically if those settings, or corresponding fields, are not available to CallPotential via the StorEdge API.

Note: When you first step up your integration and the CallPotential API has been enabled, the following settings should be in place. Once your settings are complete, proceed to (A).

IMAGE 1

Image Removed

IMAGE 2

Image Removed

IMAGE 3

Image Removed

  • (A) On - Locate Call Center Service - Call Potential and confirm that it is set to "On." If it isn't, click the switch to turn it "On."
Image Removed

explain what steps to take if you find units are missing within CallPotential however appear in StorEdge.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Access - Note: You need to log into your StorEdge account at the location-level to complete these steps

and your integration

. You will need to complete steps (A) through (F) to confirm units are visible in CallPotential.

  • (

    B

    A) Units -

    Along the left hand navigation

    From the Location Dashboard, click to access your complete list of individual units.

Image RemovedImage Added

  • (

    C

    B) Individual tab - Make sure this tab is selected.

  • (

    D

    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 (

    E

    D), (

    F

    E), (

    G

    F).

Image RemovedImage Added

  • (

    E

    D) Rentable? - This setting needs to be set to "Yes." If it isn't, click (

    F

    E) Edit Status to adjust it.

  • (

    G

    F) Excluded from API? - If this reads, "

    Yes

    No" you are finished; there is nothing else

    you need to do

    that needs to be done. If it says, "

    No

    Yes" continue following the steps in this guide.

Image RemovedImage Added

Note: Only continue this guide and complete the remaining steps if (F) reads "Yes".

  • (

    H

    G)

    Corporate

    Settings - Click to access

    your complete location list.

Image Removed

  • (I) Select (each) Location - Click

    the location

    name to update its

    settings.

    Note: You will need to complete steps (J) - (O) for each location you want integrated.

Image Removed

  • (J) Settings - Once inside a location, click to access its individual settings.

Image Removed

  • (K) Units - Click to access the Units page.

Image Removed

  • (L

Image Added

  • (H) Units - Click to access the Units page.

Image Added

  • (I) Groups - Make sure this tab is selected.

  • (J) Edit - Edit the

    unit

    Unit Size you need to have shown in the API.

Image RemovedImage Added

  • (

    M

    K) Exclude from API - Confirm this box is unchecked.

Image Removed

Note: To complete the remaining steps, you will need to return to same screen described in (I).

  • (N) Settings - Along the left hand navigation column, click Settings.
Image Removed
  • (O) API - Under User Management, click API.
Image Removed
  • (P) Corporate - Click to see a list of your facilities.
Image Removed
  • (Q) Settings - Along the left hand navigation, click the Settings icon.
Image Removed
  • (R) Rental Center Settings - Click to open your available settings.
Image Removed
  • (S) Tenant Portal - Click to update the Tenant Portal settings.
Image Removed
  • (T) Prevent Tenants from Changing their Contact Information - Make sure this is set to No.
  • (U) Facilities - Confirm all the facilities are selected. You may click the global checkbox to select all the locations at once.
  • (V)

    (L) Save - Click to save

    all

    your

    changes

    settings.

Image RemovedImage Added