Adding and Managing Entities in PulsePoint:
Obtain your entities and shortname from the Fast Facts sheet provided by Elavon.
Access the PulsePoint system.
Navigate to the appropriate section for adding entities. (The specific steps may vary depending on the system's interface. Consult the PulsePoint user manual or contact support if you need help locating this section.)
Enter the entity information. This may include the entity name, contact details, and other relevant data as required by the system.
When entering your shortname, use only the core shortname (identified as the "payee id" in the Fast Facts sheet). For instance, use "MS00DEMO" instead of "MS00DEMOA1" or "MS00DEMOA2".
Select the "active" checkbox for each entity you want to appear in the application menu options.
Save the entity information.
Important Notes:
● Incorrectly entering the shortname will lead to validation errors when submitting information to Elavon.
● You can contact PulsePoint support at 877-844-0032 or support@fidano.com if you have any questions or need assistance.
Entity Management FAQ
1. What are entities, and why do I need to add them to the system?
Entities represent different branches or locations within your organization. Adding them to PulsePoint/MSPware is crucial for them to appear in the application menus and be associated with transactions. This ensures accurate reporting and processing.
2. Where can I find the information needed to add an entity?
Elavon provides a document called the Fast Facts sheet that contains details about your entities, including the shortname and other relevant information.
3. What is a shortname, and how should it be entered?
The shortname is a unique identifier for your entity, also referred to as the "payee id" in the Fast Facts sheet. When entering it into PulsePoint, use only the core shortname (e.g., MS00DEMO). Avoid including any trailing characters or variations (e.g., MS00DEMOA1).
4. What happens if I enter the shortname incorrectly?
Entering the shortname incorrectly will lead to validation errors when submitting data to Elavon, potentially disrupting transaction processing.
5. What does the "active" checkbox do?
The "active" checkbox determines whether the entity will be visible and selectable in the application menus. Inactive entities will not appear as options.
6. Can I edit or remove entities after adding them?
Yes, PulsePoint/MSPware allows you to edit existing entity information or remove entities entirely if needed.
7. How do I activate or deactivate an entity?
You can activate or deactivate an entity by checking or unchecking the "active" checkbox associated with the entity entry.
8. Who can I contact for assistance with entity management?
For help with adding, managing, or troubleshooting entities, please contact PulsePoint/MSPware support at 877-844-0032 or support@fidano.com.