Bases

A Base is a group of accounts that share common core information. Bases drive many underlying groups of TBS settings.

One or more Bases can be setup in TBS. Multiples are only needed though when any of the above information needs to be different. Customers are tied to a Base record via the Group setting on the Customer Information tab. Multiple Groups can be setup if segregation of customers are needed, yet all core Base information remains the same.

Within TBS, at least one Base record must exist in order for new customers to be added.

Maintenance Module