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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