Setup
- Setting User Goals and How They Work
- How to setup and use Remit To by Company
- Import Customer Notes
- Why is my company ID not displaying my company code from my ERP system?
- Master File Company: Display Company ID
- How to create a mass email blast using credit class processing
- How to Create a Monthly Recurring Statement
- How to mass update customers to allow Text/Voice services
- Sending Auto Emails with Invoice External Documents (automating invoice supporting documents)
- Master File: Company - Apply Credit Memos to Invoice
- MASTER FILES
- How to set default colors for Customer Actions
- 2-Factor Authentication
- Instructions to correct TLS Cypher Issues with Premise Syncs
- User admin permissions
- How to Assign Customers to Users
- How to reset your password
- Advanced Alerts on the Logs - Sync and Generation
- How to Create an Activity Template
- How to add a contact and send an email
- How to file unfiled emails
- How to setup Sync on Demand for Sync User, Client sync setup
- How to setup or update your SARA user settings
- How do I setup my ODBC data source to Sage 50 for the sync
- How to use snippet codes and links with emails and communication templates
- Email Template - SARA Template Style
- Contact Options for Communication Templates
- Additional email addresses and phone numbers for communication templates
- Mass Contact Import Template
- Quick add contact within emails