Inquiry User Setup
User Setup
- Reset User Password
- What do I do if an SARA user account becomes locked and the user cannot login?
- How do you add a new SARA user?
- Creating an email signature
- What are the SARA user types?
- What special characters are supported within SARA/Epicor Cash Collect?
Sync Setup
- Customers with Special Characters on sync (feature code set)
- How to setup and run QuickBooks Intuit sync (QB IPP)
- Install Sync launcher not using IE - zip file
- QuickBooks SQL Sync - purge reinitialize options
- Text Cloud Sync - Schema Layout and install instructions
- Sync as an app requirements, prerequisites for sync config
User Set up
- Update Customer's Contacts
- OAuth Instructions for Security Update
- Zendesk Customer Portal
- Invoice Installments
- Bulk Activities Functionality and Overview
- Re-Assigning Activities to Different Customers
Document Setup
- What is the Base Path, Dynamic Path and Dynamic Invoice Name in Site Options?
- Reporting Groups - creating activities for printing/mailing customers
- Invoice Document Support By Company
- Document Support - Invoice Form - create invoice and save as PDF to cloud
- Invoice Document Support - Email Invoice Documents into SARA
- SQL Doc Access
Email setup
- Forwarding e-mail to your Hitchbox to Microsoft Outlook via Web Client
- Set-up a forwarding address in Gmail
- Forwarding specific e-mail with Gmail
- Microsoft Exchange - Mail Forwarding In Exchange Admin Center
- Forwarding e-mail to SARA from Microsoft Office 365 Outlook via Web Client (OWA)
- Using Microsoft Exchange Server for send and receive emails
Premise
PDF Printer Installation
- Anytime Docs form modification
- What are some prerequisites for installing the Anytime Docs Invoice PDF Creation?
- How to manually remove / uninstall E2B Printer - Removing the driver and port from the Printer Server
- How to uninstall E2B PDF printer
- How to manually remove / uninstall E2B Printer - Deleting Registry Keys
- Installing the E2b Printer