Part 3

Articles

Reports
Video Length: 3:27 Video Description: This video covers the reports section of the ConnectBooster portal. *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
Looking up a customer
Video Length: 1:35 Video Description: There are several ways you can look up a customer within the ConnectBooster portal.  The first is by using the search bar found in the upper right corner. When you begin typing in the search ba...
Invoice look-up
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...
Service
Video Length: 1:26 Video Description: This video covers the service section of ConnectBooster including setup and best practices when using this feature with your PSA/CRM. Feel free to review our Service support article on this topic as we...
Blocktime reporting
Video Length: 1:16 Video Description: Learn about the blocktime reporting capabilities within ConnectBooster.  *Hearing impaired? Turn on the auto-generated subtitles available in the video Settings. ...
Internal settings
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 Interna...