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This section allows you to enable and customize the system emails that are sent to your organizations . The address/contact information in the email footer is automatically filled from your General Settings + Basic Information. Cli...
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Internal Notifications This section configures which email messages are sent to the Internal Users of ConnectBooster. Certain supported CRM/PSA's integrated with ConnectBooster (currently only Kaseya BMS) can now choose to receive noti...
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Last Updated: 09/25/2023
in FAQ The first thing to identify is who is the individual encountering this trouble? Is it an internal team member, or end client? As of 9/25/2023 ConnectBooster will begin to split the login URL's between those used by Internal Users and ...
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Setting the Primary Accounting Package Selecting the primary Accounting package integration with the first drop-down list will determine the data displayed in the portal. Specify the "Accounts Receivable" ledger This is the accoun...
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ConnectBooster & Dynamics GP Deployment Guide V2.0 Overview Use this guide to learn how to install and configure ConnectBooster for use with Microsoft Dynamics GP. This guide includes step-by-step instructions for installing the ConnectBoos...
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Setting up a Custom Integration The "Custom" integration type supports HTTP Web Request Commands. This allows you to use data from your own system, for our supported commands. Custom For example, "GetInvoiceImage"...
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LoginWithToken Command Use this command to allow another application to authenticate a ConnectBooster user and login into the ConnectBooster portal without having to enter credentials. Configuration: Contact ConnectBooster Support for a ...
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User story: Some clients of ours need more control on exactly the version of invoice their clients can see. Often times, this is due to needing more detail on an invoice for complete billing transparency. This feature is offered to help provide yo...
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Datagate Integration with ConnectBooster
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Some ConnectBooster partners, may make use of an alternate customer experience tool offered by Invarosoft. In order to facilitate a seamless interaction for the end users of this tool, ConnectBooster can be configured to grant acce...