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Customers

10

New Customer
Customer Admins
Customers Registration
Customer Reminders
Customer Overview
Exporting Customer’s Invoices/Estimates/Payments to ZIP
Reports
Send contact set password link
New Customer Contact
Sending proposal to customer or lead

Email Configuration & Templates

4

Email Templates
AWS Email SMTP Setup
AWS Email SMTP Setup
Email/SMTP Configuration

Common Issues & Troubleshooting

5

Payment Modes Not Shown on Invoice
Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
TCPDF ERROR: [Image] Unable to Get the Size of the Image
Security Header Not Valid When Setting up Paypal
Can’t log in to my Admin area

Setup & Configuration

6

Roles
Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
Departments
What Is a Non-Staff Member?
Creating a New Staff Member
Import Leads From WordPress Contact Form 7

General Information

1

Staff Permissions Explained

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General Information

Staff Permissions Explained

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