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+ 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 ...
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Setting the primary CRM Integration. Navigate to Settings > Configurations > Client Users NOTE: ** Changing the primary Membership Integration without first contacting support can have data consequences ** Membership Integrati...
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+ ConnectBooster & Kaseya BMS Configuration Guide Overview Use this step-by-step guide for configuring ConnectBooster to synchronize with BMS. Once completed, your ConnectBooster portal will then be able to pull Accounts, Conta...
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Last Updated: 12/20/2021
in Settings Configurations Billing Select Default Invoice PDF This setting allows you to set a preference hierarchy that the system will follow for various portal functions. The primary function drives which identical invoice copy clients can * view & ...
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+ ConnectBooster & Sage Intacct Deployment Guide Overview Use this guide for configuring ConnectBooster to synchronize with Sage Intacct. This guide includes step-by-step instructions for connecting ConnectBooster to connect a Si...
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FROM Address Setting a custom "FROM" email address in the portal will change the appearance of the address displayed in your customer's email client (inbox). If a "FROM" address is not set, the address will default to...
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Notifications This section configures which email messages are sent to the Internal Users of ConnectBooster. These emails are in response to activities triggered in the system, or by your clients initiation. These emails are NOT cu...
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Client Emails This section allows you to enable and customize the system emails that are sent to your customers . The address/contact information in the email footer is automatically filled from your General + Basic Information. C...
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Last Updated: 11/18/2021
in Settings Integrations More 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...
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Last Updated: 08/24/2021
in Settings Integrations Gateway 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 ...