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51. 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...

52. 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...

53. 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...

54. 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 ...

55. Internal Notifications

    Last Updated: 02/02/2024 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 ...

56. 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...

57. 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...

58. 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...

59. HTML iframe

    Last Updated: 02/02/2024 in Configurations Integrations More
    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 Definition and Usage: The tag specifies an inline frame. A...

60. CloudRadial SSO - Using LoginWithToken

    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   Some ConnectBooster partners, may make use of an alternat...

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