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Last Updated: 04/08/2021
in Release notes April 19th, 2018 Your ConnectBooster portal now has the ability to easily “ RESEND ” a copy of previously sent system emails! This feature is great if a client needs another copy, or doesn’t recall seeing the delivery on the 1st ...
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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 Sing...
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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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Single Sign-On Follow the steps below to leverage ConnectBooster client functionality directly inside of the Manage Customer Portal. This allows for seamless service and billing functions for your customers as a one-stop-shop approach! Within your...
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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...
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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...
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QuoteWerks & QuoteValet Field Mapping This document is tailored to using ConnectWise Manage, and QuoteWerks/QuoteValet. For Part 1 & 3, Please first visit: ConnectWise Manage Custom Field Mapping https://docs.connectbooster.com/help/c...
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ConnectWise Sell & Order Porter Field Mapping This document is the tailored ConnectWise Sell specific setup article. For Part 1 & 3, Please visit: ConnectWise Manage Custom Field Mapping https://docs.connectbooster.com/help/connectwis...
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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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Last Updated: 02/19/2021
in Settings Integrations Gateway Zomentum Setup This document is broken down into 3 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 ...