Site Options
Settings & Utilities
- 🔐 How to Provide Support Access to Your Account in Sage AR Automation (SARA)
- Adding a time frame to message on the customer portal
- Setting a default portal page
- How to disable pages from the customer portal
- Manually update UDFs
- Site Options: Security - General and 2 Factor
- [Internal] - How to Setup SendGrid in SARA Collect
- How to test incoming or outgoing email settings
- Uploading Account Logo in SARA
- Site Options - default sync options for contacts
- Email Setup in Site Options & Company
- Email IP Addresses to add to Firewall and network policies
- What is the Credit APR % in Site Options and how is the COC Balance (Cost of Credit) calculated?
- How to setup Online Bill Pay (OLBP) - Site Options
- Gmail setting to allow less secure apps access
- Adding a message in the customer portal / URL and missing invoice message
- Gmail Email Setup
- Office 365 Mail Settings Example
- Creating a colored coded account based by credit score
- Not Include Auto Action In Last Activity
- Google Gmail limits
- Uploading a Company Logo
- Disabling the Send Message Feature