Popular Articles

  1. Login History Report

    Last Updated: 02/02/2024 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 To see organization login activity within your ConnectBooster ...

  2. Entities

    Last Updated: 02/02/2024 in Configurations
    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 What is the Entities section? The Entities section is used to...

  3. Email History Report

    Last Updated: 02/02/2024 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 The Email History report allows you to pull a record of any em...

  4. Custom Field Mapping with QuoteValet

    Last Updated: 02/02/2024 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 QuoteWerks & QuoteValet Field Mapping This document is tailor...

  5. Contact Email 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 The total emails sent in the current year will be broken o...

  6. Organization Email 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 The Organization Email History will provide you a full review ...

  7. Overview Layout

    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 The Overview Layout allows you to modify the overall view of y...

  8.  I need to setup the WebConnector again

    Last Updated: 05/04/2023 in FAQ

  9. Open Invoices Report

    Last Updated: 02/02/2024 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 To access the Open Invoices Report, direct to Reports > Open ...

  10. Autopay Configurations Report

    Last Updated: 02/02/2024 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 To access the Autopay Configurations Report, direct to Report...
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