Popular Articles

  1. Setting up ConnectWise Manage Pods

    ConnectWise Manage Pod Setup In , navigate to any company's Company Finance Screen . Scroll to the far right of the Tabs menu to access the Gear icon. Click the gear icon to access the Tab Configuration . Move the "ConnectBooster&quo...
  2. Customer Details

    Customer Details Click on the Customer Details section to see the full list of contacts. Here you may grant a customer access to the portal, view and individually manage all of a customer's associated contacts. The "Sort By" ...
  3. AutoPay

    The Autopay section of the Customer Profile is where you may add/remove or modify settings, for a given client. You can stop existing settings from changing in a "freeze" "un-freeze" fashion. "Locking" (solid padlock ...
  4. Payment Methods

    On the Customer Profile, the "Payment Methods" section lists all credit cards or bank accounts on file for a given client. Clicking on "NEW" will allow entry of a Credit Card, or other supported form of payment. Clicking "...
  5. Email Best Practices

    While email is never 100% guaranteed on reaching its destination, there are some steps your organization can take to help ensure  your emails have the best chance. SPAM Considerations Content of emails: What is actually in your email can aff...
  6. Customization Overview

    The general settings page is where you can customize how your portal looks and feels. You can customize your branding colors and logos, set up the scrolling cards that your customer’s see in their portal, and add or edit basic information abou...
  7. Customer Profile Overview

    Customer Profile: This is where you manage the selected customer as a whole, or view the Client Facing version of the portal. Click "Back to Customers" to return to the profile search page, or use the top right search box to start a new...
  8. 2-Factor Authentication

    Enable two-factor authentication for your ConnectBooster account
  9. Unresolved ACH/EFT Returns

    ACH/EFT Return Notifications If there are any issues when processing ACH or electronic check payments, you will be alerted to any unresolved returns. For example, insufficient funds on an e-check payment. The notification is shown at the top of Adm...
  10. Administration Overview

    The overview page gives you insight into your accounts receivable, upcoming payments, and system health. Please use the left hand side menu  in order to navigate the other portal sections. Customers Reports Settings Subscriptions Onl...