Before contacting our B+W support, we recommend reviewing the documentation below, as they may provide an immediate solution to your issue.
If you cannot find the answer you are looking for, please contact your account manager or our support team for further assistance. You can reach us by sending us an E-mail at [email protected]
The Archive stores all completed and historical transactions available to your organization. This section explains how to use the search and filter options to find specific transactions and view their details.
Depending on the permissions, you will be able to:
Look up the transaction information
Download the transaction PDF document
View contract details
Listen to call recordings
Step 1 - Go to the Archive section
In the top-menu, select the 'Archive' tab to open up the menu, you have the option to use our predefined filters to look up for a specific invoice if needed.
Step 2 - Search for a transaction
Use the 'Search filters':
Transaction ID
SEPA ID
Form ID
Date range
Call center code
Email address
Mobile phone
Postal code
Canceled transactions
After entering your search criteria, press on 'Search contracts' to generate a list of the transactions, these will be appearing on the left-side of the screen.
Step 3 - View transaction details
Select the transaction that you want to look at and view its details. In this window you will be able to see information such as:
Transaction status
Sales date/time
Project
Product details
Donation amount or contract information
Additional remarks
Step 4 - Download the transaction
In the ID's and files section, you are able to download the transaction document. Click the 
icon to download the PDF-file.
Step 5 - Listen to call recordings
Depending on your permissions, you are also able to listen to the call recordings of each transaction, the recording is available in the voicelog callcenter section.
Important note: Not every user has access to all Archive capabilities. Your agency decides which sections are visible in your Client Portal account. If you don't see the Archive tab, please contact your Agency contact.