Contacts & Companies
Go to Customers > Contacts > choose 'Unverified contacts' from the hamburger menu > check the required contacts click on 'Send activat...
Mon, 21 Jun, 2021 at 8:49 PM
Navigate to Customers-> Contacts -> Click on the hamburger menu and choose Unverified contacts from the list. Use the the check box available to to e...
Fri, 22 Mar, 2019 at 7:54 AM
Under the Customers tab, when you hover over an unverified contact, you will find an option to 'Send activation email'. Clicking on it will trigger ...
Thu, 24 Aug, 2023 at 12:15 PM
Please navigate to Admin -> Workflows -> Email notifications -> Requester notifications -> User Activation email and toggle this off so that yo...
Thu, 24 Jun, 2021 at 7:41 PM
As an Admin, you will have the option to set a password for your customers, using which they can log in to your Support Portal. To do this, please go t...
Tue, 22 Aug, 2023 at 8:36 PM
https://www.youtube.com/watch?v=XDOm5iI9bqU&t=1s When there's a large customer base, your clients might want to keep track of all the tickets ra...
Thu, 11 Nov, 2021 at 3:58 AM
Please navigate to Customers --> Contact Name --> Edit(corresponding to the contact name) --> and click on the "Minus sign" to remove the...
Tue, 25 Jul, 2017 at 11:13 PM
We do have an option to link one contact with multiple companies. However this feature is available as a part of Estate and Forest Plan. Click here to get m...
Wed, 7 Jun, 2017 at 1:53 AM
Please navigate to Customers' tab -> click on the contact that needs to be associated with more than one company -> click on Edit so that you woul...
Mon, 17 Jul, 2017 at 11:45 PM
You can make use of the Time Sheet summary report to get this data. Choose the date and the customer in the filters and export the report from Reports > ...
Thu, 13 Dec, 2018 at 4:09 PM