Updated Articles

  1. Client Emails

    The Client Emails section allows you to enable and customize the system emails that are sent to your customers. Customer Emails are grouped into four categories: Transaction Receipts Portal Access Account Notifications Invoice Past Due Notices ...
  2. HTML iframe

    Definition and Usage: The <iframe> tag specifies an inline frame. An inline frame is used to embed another document within the current HTML document. This is useful for embedding the ConnectBooster portal within an existing website, or appli...
  3. Microsoft Dynamics Business Central Setup Guide

     + ConnectBooster & Microsoft Dynamics Business Central Setup Overview Use this guide for configuring ConnectBooster to synchronize with Dynamics 365 Business Central. This guide includes step-by-step instructions for installing the ...
  4. Email Delivery Options

    Custom "FROM" address Setting the "FROM" Email address in the portal will change the appearance of the email address displayed in your customer's email client (inbox).  Benefits: Utilize our email server Improved re...
  5. Zomentum Setup

    Zomentum Setup This document is broken down into 4 parts, which should take less than 10 minutes.  Once complete, you will be able to utilize Zomentum with the same BNG Gateway/ConnectBooster back-end you are already using today. One ...
  6. Configure ConnectWise Manage integration with less than Admin permissions

    Disclaimer: The instructions listed below are an alternative to using "Admin" as the Role ID, when configuring the ConnectWise Manage Member for integrating with ConnectBooster. While ConnectBooster does NOT require "ADMIN" ...
  7. Ad Card Best Practices & Examples

    Ad card use specifications and ideas
  8. ConnectWise Manage Custom Field Mapping

    Display quotes inside of ConnectBooster This document details out the steps needed so your customers will be able to view Quotes , directly from within the customer facing portal !  The prepared quote document will only display for op...
  9. Quoter Setup

    Quoter Setup 1. Navigate to Settings + Payment Gateways.  Select "+ New Payment Gateway". 2. On the drop down list, select "ConnectBooster". 3.  Setup BNG Payment Settings. Here you will need to creat...
  10. Custom Field Mapping with Sell

    ConnectWise Sell & Order Porter Field Mapping This document is the tailored ConnectWise Sell specific setup article. Note: the options below will NOT be available with the  Sell Basic tier For Part 1 & 3, Please visit: ConnectWi...