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Knowledge Base

We will do our best to assist you with any issues related to our products.

Getting Started

Knowledge Base
Getting Started

Setting up Notifications
Adding Alias Emails
Importing Customers, Contacts and Enquiries
Changing Attributes
Instructional video on how to use the Outlook Plugin
Setting up Gmail
Reporting a Bug
User Access
Auto Email Templates
Creating App Users
Sending Emails
Creating a Task
Creating an Enquiry
Creating a Customer Contact
Creating a Customer
Setting up your email footer
Setting up Postmark Email
Setting up SMTP Email
Integrating with Box.com

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