Updated Articles

  1. Ad Card Best Practices & Examples

    Ad card use specifications and ideas
  2. 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...
  3. 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...
  4. 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...
  5. QuoteWerks QuoteValet

    This document is broken down into a 2 part setup process, which should take less than 10 minutes.  Once complete, you will be able to utilize QuoteWerks with QuoteValet via the same BNG Gateway/ConnectBooster payment engine you are using to...
  6. Resend Client Emails

    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 ...
  7. Single Sign-On - ConnectWise

    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...
  8. Custom Field Mapping with QuoteValet

    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...
  9. GP Deployment Guide

    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...
  10. Email Tracking

    Email Tracking Email tracking can be added to your subscription so that you can tell when specific events happen on an email. This includes: Email is Delivered Email is Opened Link is Clicked Email is Bounced Email is Marked as Spam ...