Configure Global Options

To set basic settings for your BillMax instance:
  1. Login to the BillMax Staff Portal using an ID with Administrator privileges.
  2. Select System Administration > Global Options.
  3. Enter the name of your company for Site Name.
  4. If mapping module was purchased with your lease, enter provider supplied in Geocode Function.
  5. To enable address verification service by the USPS, see Setup USPS Address Verification.
  6. If you wish the Account, User, or Service numbers to begin with something other than one, enter Account Holes,User Holes, Service Holes as described in the tool tip.
  7. Browse and locate an appropriate Logo Upload File for internal documents. It should be a .JPG, .PNG, or .BMP file.
  8. Choose File Name of Logo.
  9. Select Save from the Context Menu.
Other fields are defaulted and should only be changed with the input of