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Contracts 4 Articles

  • New Contract
  • Contract Expiry Notification
  • Renewing Contract
  • Contracts Templates

Knowledge Base 3 Articles

  • New Knowledge Base Article
  • Disabling Knowledge Base
  • New Knowledge Base Group

Surveys 7 Articles

  • Creating mail lists
  • Sending surveys
  • New Survey Questions
  • Viewing survey results
  • Sending survey to mail lists
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General Informations 2 Articles

  • Quick Setup & Get Started
  • System Language

Setup & Configuration 13 Articles

  • Payment Gateways
    • Paypal
    • Quick Installation & Getting Started Tutorial
    • Setup Realtime Notifications with Pusher.com
    • Import Leads From WordPress Contact Form 7
    • Email Piping / Auto Importing Tickets
  • Quick Installation & Getting Started Tutorial
  • Setup Realtime Notifications with Pusher.com
  • Import Leads From WordPress Contact Form 7
  • Email Piping / Auto Importing Tickets
  • System Language
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Common Issues 6 Articles

  • Can’t Login to Admin Area?
  • TCPDF ERROR: [Image] Unable to Get the Size of the Image
  • Permissions Problem on Installation (shown as non-writable even if they are writable)
  • Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
  • Payment Modes Not Shown on Invoice
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Email Config & Templates 4 Articles

  • Email/SMTP Configuration
  • Email Templates
  • AWS Email SMTP Setup
  • Email Queue

Customers 11 Articles

  • Setup Customer Map
  • Sending proposal to customer or lead
  • New Customer Contact
  • New Customer
  • Customer admins
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Sales 48 Articles

  • Invoices
    • Exporting Customers Invoices/Estimates/Payment to ZIP
    • Recurring Invoice
    • Merging Invoices
    • Invoice Overdue Notices
    • Record Invoice Payment
  • Estimates
    • Exporting Customers Invoices/Estimates/Payment to ZIP
    • Link Estimate To Project
    • Send Estimate to Email
    • Converting Estimate To Invoice
    • Create Estimate
  • Proposals
    • Sending proposal to customer or lead
    • Create proposal
    • Converting proposal to estimate/invoice
    • Proposals Templates
    • Proposal expiration reminders
  • General/Setup
    • Subscriptions
    • Currencies
    • Tracking Sent Emails
    • Add Items/Products
    • Tax Rates
  • Send Estimate to Email
  • Converting Estimate To Invoice
  • Create Estimate
  • Converting proposal to estimate/invoice
  • Sending proposal to customer or lead
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Projects 10 Articles

  • Add New Project Status
  • New Project
  • Invoicing Project
  • Disallow project members to see all project tasks
  • Pin Projects
  • View all articles

Tasks 8 Articles

  • Disallow project members to see all project tasks
  • Add New Task Status
  • Linking task to features
  • Bill Tasks
  • Task Timesheets
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Support Tickets 17 Articles

  • Predefined Replies
  • Change ticket status without making reply
  • Statuses
  • Priorities
  • Email Piping / Auto Importing Tickets
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Leads 11 Articles

  • Sending proposal to customer or lead
  • Import Leads From WordPress Contact Form 7
  • Leads email integration
  • Setup Web to Lead Form
  • Create New Lead
  • View all articles

Expenses 5 Articles

  • Converting Billable Expense to Invoice
  • Billable Expense
  • Creating Recurring Expense
  • Record Expense
  • Expense Reports

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