Knowledge Base Articles
Create help articles to display on your customer support portal.
Canned responses allow you to save things that you find yourself repeating over and over when replying to support tickets. When you create a canned response (Setup > Canned Responses) and you view a support ticked from your customer portal, when you ...
To invoice a customer (organisation) you must first create a sales order. Once the sales order is created, view it and click on the "Create Invoice" link in the actions box. This link will only be visible if you have assigned a contact (person) to ...
You can add as many users as you require to run your businesses and you are charged a set fee per month per user. To add users go to "Setup > Users" and click on the + Add User button. If you add a user and set "Administrator" to yes, that user will ...
People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...