New Articles

  1. Customer Invoice Look-up

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 2:41 Video Description: There are a few ways to search for a specific invoice within the ConnectBooster portal. If you know the invoice number, you can use the search bar found in the upper right and begin typing until you s...

  2. Using Client Profiles

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 2:38 Video Description: Review the Client Profiles section of the ConnectBooster portal and learn how to best utilize them for your client base. For more information, you can also review our Client Profiles support article....

  3. Existing Clients: Having the Proper Mindset

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 5:08 Video Description: Learn what goes into having the proper mindset when implementing ConnectBooster to your client base. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  4. What are Past Due Notices?

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 2:22 Video Description: This   video walks through case uses for the Past Due Notices within ConnectBooster. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...

  5. Utilizing ConnectBooster Email Tracking

    Created On: 04/23/2021 in Post-Installation Material 120 Day Coursework
    Video Length: 4:21 Video Description: In this video you'll learn about email tracking in the portal. You can also refer to our support article here . *Hearing impaired? Turn on the auto-generated subtitles available in the video Sett...

  6. Best practices to remember

    Created On: 04/23/2021 in Best Practices Best Practices Around Transaction Fraud
    Video Length: 2:28 Video Description: In this 6 part video discussion you will learn security best practices to help protect you, your clients and your business overall from multiple security threats. *Hearing impaired? Turn on the auto...

  7. Security best practices

    Created On: 04/23/2021 in Best Practices How to Have the Conversation with Existing Clients
    Video Length: 4:56 Video Description: This video covers security best practices and gives some pointers on how to incorporate those best practices with your existing client base. *Hearing impaired? Turn on the auto-generated subtitles a...

  8. Utilizing Ad Cards

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 2:49 Video Description: Learn best practices for creating and utilizing Ad Cards on your customer facing portal. You can also review some additional support documentation: Ad Cards Ad Card Best Practices & Examples ...

  9. Setup: Internal Settings

    Created On: 04/23/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 3:29 Video Description: Learn about the internal settings of ConnectBooster and how to best utilize the internal notifications. You can also review our support documentation on this topic below: Internal Users Internal ...

  10. New Clients: Best Practices for Security

    Created On: 04/23/2021 in Post-Installation Material 90 Day Coursework
    Video Length: 3:21 Video Description: This video covers best practices when discussing security and ConnectBooster with prospective clients. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
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