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Knowledge Base

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

  • Knowledge Base
  • 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
  • Exporting Reports
  • Custom Reports
  • Reports
  • Incoming Emails
  • Box Folder Structure
  • User Access
  • Auto Email Templates
  • Enquiry Status Roles
  • 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
  • Outlook Integration Plugin

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