Knowledge Base Articles

Knowledge Base Articles

Create help articles to display on your customer support portal.
    • Related Articles

    • Knowledge Base Categories

      You can group your knowledge base articles into categories to help your customers find the information they are looking for. For example you could have categories such as: Frequently Asked Questions Returns Product Information Etc
    • Customer Support Portal

      The Enterprise package also comes with your own customer support portal. To set this up, go to "Setup > Company Settings" and click the edit button on one of your companies. Enter something in the "Subdomain" field. For example, if you entered ...
    • Getting Help

      To get help with something that isn't in the knowledge base, click on the speech bubble at the bottom wight of any page and then click the tickets tab. Completing this form will automatically open a support ticket so we can track and answer your ...
    • Your Dashboard

      Your dashboard is the first page you see when you login. At the top there are 4 dials. You can change the view to either the current month or your financial year. Each dial has 2 values, forecast and actual. Revenue The first dial is your revenue. ...
    • Document Templates

      You can currently change the following document templates: Quotes Sales Order Acknowledgements Delivery Notes Purchase Orders Invoices Price Lists Credit Notes All of the above are based on a set of MS Word templates and you can edit these by going ...