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Knowledge Transfer - Technical
ETT Control Modules/Pages
Sunil Prabhu K
Last edited 496 days ago by Subramanian U
ETT control Guide
Modules/Features
Sub Modules/Sub Pages
Description
KT Status
KT Remarks or Action Points
Admin Dashboard
User's follow up report
Done
Today's user Sign-up report
Done
No. of Sign-up report
Done
Return count report
Done
Registered user with No Business report
Done
Return created not paid user report
Done
Paid but not transmitted user report
Done
Rejected returns report
Done
Affiliate's follow-up report
Done
Global search
Search the user with Business Name/EIN/Name/Email/Phone no./Return ID
Done
User details
Search with any of the user details
Done
Access the left side column (Team option and Manager option)
Done
Add the call notes against the user details
Done
Access the recent returns tab
Done
Access the recent orders tab
Done
Access the Group tab
Done
Access the campaign comments tab
Done
Access the user activity tab
Done
Access the Discount activity tab
Done
PP Users
Access the post paid user page
Done
Access the Post Paid Partner Report page
Done
Access the Invoice Report page
Done
Discount
Access the Discount page
Done
Canned Responses
Access the Canned Responses page
Access the Category & Sub category page
Done
Affiliate/DMV
Access the Affiliates/Partner/Agent List page
Done
Access the DMV Access page
Done
Partners order
Access the Partner Orders page
Done
Groups
Access the user groups page
Done
Access the Affiliate groups page
Done
Follow-up's list
Access the follow-up's list page
Done
Report - Payment Reports
Overall Payment Report
Done
Today's Payment Report
Done
Monthly Report
Done
Yearly Report
Done
Monthly Report (Daywise Comparision)
Done
Payment Link Invoice Report
Done
Report - ExpressGuarantee
Refund/Void Report
Done
Yet to Refund Orders
Done
Refunded/Voided Orders
Done
Report - PostPaid Report
PostPaid Payment Report
Done
Todays PostPaid Payment Report
Done
Month Wise PostPaid Payment Report
Done
Report - SKU Report
Payments SKU Count Report
Done
Today Payments SKU Count Report
Done
Report - Unlimited Filing Report
Unlimited Tax Filing Season
Done
Report - Return Status Report
Rejected But Not Retransmitted
Done
Download As CSV
Done
Download As PDF
Done
Copy Option
Done
Print Option
Done
Export to Excel Option
Done
Download As CSV
Done
Download As PDF
Done
Copy Option
Done
Print Option
Done
Export to Excel Option
Done
Report - User Status Report
Registered Only User Account
Done
Done
Return Created Not Paid User
Done
Done
Signed Up User Activity Report
Done
Fradulent Users Report
Done
Report - Return Count Report
Return Count Report
Done
Report - Drip Marketing
Drip Marketing Email Report
Done
Registered But No Business Created
Done
Business Created But No Return Created
Done
Return Created and Not Transmitted
Done
Return Transmitted With EFTPS, Check or Money Order
Done
Unsubscribed Users (Mailchimp)
Done
EIN Activation Reminder (ExpressGuarantee)
Done
Unsubscribed Users Report
Done
Spam Marked Users
Done
Report - User Input Report
Users Feedback
Done
How Did You Find Us Report
Done
Report - Postal Mail Reconciliation Report
LPP Postal Mail Reconciliation Report
Done
Orders Received
Done
Send To LPP
Done
Postal Mail Processed by LPP
Done
LPP Acknowledgement
Done
Report - Upload Status Report
Bulk Upload Back end Report
Done
Smart Upload Backend Report
Done
Report - Support Activity Log Report
Support Activity Log Report
Done
Report - HVUT Payment Report
Upload WF Report Option
Done
Export to Excel Option
Done
Report - Efile Count Report
Month Wise e-File Count
Done
Return Status report
Done
Report - Discount Activity Report
Discount Activity Report
Done
Report - Affiliate Report
Affiliate Monthly Report (Commission Report)
Done
Affiliate Quarterly Report
Done
Affiliate Filing Report
Done
Affiliate Performance Report
Done
Report - Prepaid Credit Discount Report
Prepaid Credit Discount Report
Done
Report - New Carriers Report
New Carriers Report
Done
Report - Category & Sub Category Report
Category & Sub Category Report
Done
Report - Email Notifictaion Report
Email Notification Report
Done
Report - Activity Log Report
Refund Rejected Activity Log Report
Done
Report - Home site Lead Report
Express Statistics Lead Report
Done
Form 2290 Guide Report
Done
Help
Manage page help
Done
Manage field help
Done
TV
Small dashboard
Done
Medium dashboard
Done
Large dashboard
Done
User Search
Admin Co-Browse
Done
Admin Co-Edit
Done
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