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iServiceDocumentation—Admin

This page contains the current documentation for administrators along with the full release history for iService5. If you have questions about upgrading to the current release of iService or would like to learn more about the product in general, please contact us.

iService5 Release Notes

Release Notes v. 5.11
Release Notes v. 5.10
Release Notes v. 5.9
Release Notes v. 5.8
Release Notes v. 5.7

Release Notes v. 5.6
Release Notes v. 5.5
Release Notes v. 5.4
Release Notes v. 5.3
Release Notes v. 5.2
Release Notes v. 5.1

iService Setup Guides

Setup Guide v5.11

The iService Setup Guide explains how to configure the overall system for usage. It includes a general description of the concepts and business rules along with an overview of each tab within the Admin Tools section of iService.

Get the Setup Guide

iService Quick Start Setup Guide

The Quick Start Setup Guide provides a brief description of required configuration items along with suggestions for the order in which to create them.

Get the Quick Start Setup Guide

iCentives Mass Mailing User Guide v5.7

The iCentives user guide explains how to use iService to conduct mass mailing campaigns, including a full set of email management features (list management, using trackable URLs, creating campaigns, etc.).

Get the iCentives Mass Mailing User Guide

iService Forms User Guide v5.10

The Forms User guide shows you how to generate custom forms and templates for capturing customer questions, creating custom registration processes, and more. iService forms are a simple yet powerful way to integrate the customer interaction features of iService into your website.

Get the Forms User Guide

iService Web Service Documentation

iService Web Services .asmx File Details - This link will display the iService.asmx file with its full list of supported web services.

iService Utilities

Batch Utility User Guide v5.10

Use this utility to import contacts and generate interactions (Agent Emails, Tickets and Notes) from a .csv file. There are two versions of the batch utility: a Windows program with a graphical user interface that submits to an iService form, and a command line version that can be run at a Windows DOS prompt that does not use forms. The utility can be used for syncronizing data or automating tasks such as sending collection notices when customers in your ERP system become delinquent.

Get the User Guide

Download the Batch Utility with User Interface (requires forms)

Download the Command Line Version of the Batch Utility


Interaction Purge Utility API Example - This zip file includes a utility for purging interaction from an iService website.


Interaction Create Utility (V 5.10)

This .zip file includes a utility for creating interactions at the Windows command line. This utility is very useful for integrating iService with other applications that need to send email, create tickets, or generate notes on customer accounts one at a time. The parameters for creating interactions at the command line are the same as for the batch utility. Please refer to iService v5.3 release notes for usage examples described under item #1395.

 

All documentation is in .PDF format. If you need the free Adobe Acrobat Reader, click the link below.

Get the free Acrobat Reader.

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