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91. Setting up ConnectWise Manage Pods

    Created On: 03/06/2019 in Configurations Integrations CRM/PSA ConnectWise
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm ConnectWise Manage Pod Configuration A user with access to th...

92. Setting up the ConnectWise Manage integration

    Created On: 03/06/2019 in Configurations Integrations CRM/PSA ConnectWise
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Creating an API Member These steps are required to get Conn...

93. Email Tracking

    Created On: 03/05/2019 in Subscriptions
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Email tracking can be added to your subscription so that you c...

94. Report Types

    Created On: 03/05/2019 in Reports
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm You may select the various reports using the Reports drop-down...

95. Service

    Created On: 03/05/2019 in Configurations Configurations Service
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Turning on Service related functions Navigate to Configuratio...

96. Client Emails

    Created On: 03/05/2019 in Configurations Configurations Client Emails
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This section allows you to enable and customize the system ema...

97. Internal Notifications

    Created On: 03/05/2019 in Configurations Configurations Internal Settings
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm This section configures which email messages are sent to the ...

98. Single Sign-On - ConnectWise

    Created On: 03/05/2019 in Configurations Configurations Client Users
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Follow the steps below to leverage ConnectBooster client funct...

99. Provider Settings

    Created On: 03/05/2019 in Configurations Configurations Client Users
    Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Setting the primary CRM Integration. Navigate to Configuratio...

100. Client Profiles

     Created On: 03/05/2019 in Configurations Configurations Client Users
     Exciting news! Our ConnectBooster Support documentation is moving to a new location. Be sure to bookmark the new link below. https://help.cb.kaseya.com/help/Content/0-HOME/Home.htm Navigate to Configurations + Client Users + Client Profiles  ...

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