Popular Articles

  1. Ad Cards

    Last Updated: 02/02/2024 in General
    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 is used to create dynamic scrolling content for o...

  2. Setting up a Custom Integration

    Last Updated: 02/02/2024 in Configurations Integrations More Custom
    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 The "Custom" integration type supports HTTP Web Request Comman...

  3. AutoPay: Automatic Approval Process Settings

    Last Updated: 02/02/2024 in Configurations Configurations AutoPay
    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 setting allows you to automatically approve invoices for ...

  4. Provider Settings

    Last Updated: 02/02/2024 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...

  5. Service

    Last Updated: 02/02/2024 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...

  6. Assign Profile and Send Welcome Email

    Last Updated: 01/31/2024 in Organizations
    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 To grant access, you will need to direct to the organization d...

  7. Branding

    Last Updated: 02/02/2024 in General
    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 is where you set your customer portal color theme, changi...

  8. Sync From Date

    Last Updated: 02/02/2024 in Configurations Integrations Accounting QuickBooks
    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 How to change the "Sync From Date": You can change the starti...

  9. Setting up the Kaseya BMS integration

    Last Updated: 02/02/2024 in Configurations Integrations CRM/PSA Kaseya BMS
    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 + ConnectBooster & Kaseya BMS Configuration Guide Ov...

  10. Transaction History

    Last Updated: 02/02/2024 in Organizations
    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 New and old transactions processed with the organization are d...
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