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iService User Guide

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Tools Menu

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The Tools menu is accessed from the gears icon in the top right corner of every page, and is only accessible to agents that have at least the CSR Manager access rights in their User Type. This section includes the Mass Mailing menus, Alerts, Forms Administration, and a tool for monitoring the status of your outgoing messages (SMTP Out Monitor).

 

The Builtin Forms tab

The Builtin Forms tab

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