Detail View

The detail view is made up of the record's Details Tab and the Ecommerce Links.

Details Tab

For an Ecommerce Page Setup with a “Link Type” set to “One link to send to multiple customers” the following applies:

The “ECOMMERCE LINK” Button will not be available.
The “Ecommerce Links” Tab will not be available.
The “Your Ecommerce Link” field will be visable, that contains a link that can be copied and sent out.

Actions

Available actions, subject to permissions, are:

Action	Description
“EDIT” Button	Edits the record.
“ECOMMERCE LINK” Button	Click to define and generate Ecommerce Link. More Information 1) On clicking the “ECOMMERCE LINK” button the “Generate or Send Your Ecommerce Links” page is displayed. 2) Clicking on the “Ecommerce Page” dropdown will display all Ecommerce Pages that are available to select. Notes: Ecommerce Page Setup with a “Link Type” set to “One link to send to multiple customers” (Generic links) will not be selectable from here. The link will only be available in the Ecommerce Page Setup record. Only Ecommerce Pages relevent to where the Ecommerce Link was called from will be displayed, for example, clicking the “ECOMMERCE LINK” button on a Mandate will only display records setup as “I will provide a mandate ID”. 3) Click on the Ecommerce Page that is required and the relevant fields are displayed Each link generation page may look different, based on the setup of the Ecommerce Page that is selected, as there can be different mandatory fields and override options. For example, in the above image the “Payment Amount” field is mandatory, but it's value can be overriden. Another example, in the above image, is the “Start Date” for the Schedule - it is not a mandatory field, and the system wil automatically calculate the Start Date, but it can be manually entered if needed. Note: In the above example the “Ecommerce Link” was called from a Customer Account record and therefore the “Customer Account ID”, that this Ecommerce Page needs, is automatically known and populated in the field. If the “Ecommerce Link” was called from the Ecommerce Page, or the Quick Actions menu, the Customer Account ID would be unknown and therefore would need to be provided manually. 4) Once the form has been checked, and changed as needed, click the “GENERATE LINK” button to generate, and display, the link details. The URL can be copied and sent to your customer to use. The Link can be found again under the Ecommerce Links Tab for the Ecommerce Page Record.

Action

Description

“EDIT” Button

Edits the record.

“ECOMMERCE LINK” Button

Click to define and generate Ecommerce Link. More Information

1) On clicking the “ECOMMERCE LINK” button the “Generate or Send Your Ecommerce Links” page is displayed.

2) Clicking on the “Ecommerce Page” dropdown will display all Ecommerce Pages that are available to select.

Notes:

Ecommerce Page Setup with a “Link Type” set to “One link to send to multiple customers” (Generic links) will not be selectable from here. The link will only be available in the Ecommerce Page Setup record.
Only Ecommerce Pages relevent to where the Ecommerce Link was called from will be displayed, for example, clicking the “ECOMMERCE LINK” button on a Mandate will only display records setup as “I will provide a mandate ID”.

3) Click on the Ecommerce Page that is required and the relevant fields are displayed

Each link generation page may look different, based on the setup of the Ecommerce Page that is selected, as there can be different mandatory fields and override options. For example, in the above image the “Payment Amount” field is mandatory, but it's value can be overriden. Another example, in the above image, is the “Start Date” for the Schedule - it is not a mandatory field, and the system wil automatically calculate the Start Date, but it can be manually entered if needed.

Note: In the above example the “Ecommerce Link” was called from a Customer Account record and therefore the “Customer Account ID”, that this Ecommerce Page needs, is automatically known and populated in the field.
If the “Ecommerce Link” was called from the Ecommerce Page, or the Quick Actions menu, the Customer Account ID would be unknown and therefore would need to be provided manually.

4) Once the form has been checked, and changed as needed, click the “GENERATE LINK” button to generate, and display, the link details.

The URL can be copied and sent to your customer to use.

The Link can be found again under the Ecommerce Links Tab for the Ecommerce Page Record.

Ecommerce Links

The Ecommerce Links Tab is available once a link has been generated for the Ecommerce page record.

Actions

Available actions, subject to permissions, are:

Action	Description
ID of the record	Redirects to the record's Detail View page.
“EXPIRE” Button	Expires the Link. More Information 1) On clicking the “EXPIRE” button the “Expire Link” pop-up dialogue box is displayed. 2) If you want to Expire the Link click the “OK” button, which will also dismiss the pop-up dialogue box. Alternatively you can click the “No” button to just dismiss the pop-up dialogue box.