Popular Articles

  1. Existing Clients: Inconvenient Conversations to Address

    Last Updated: 04/30/2021 in Post-Installation Material 60 Day Coursework
    Video Length: 5:31 Video Description: This video takes a look at the inconvenient conversations that you may come across while implementing ConnectBooster. ConnectBooster gives you additional insight to your client's payment history which g...

  2. Existing Clients: Security Best Practices

    Last Updated: 04/30/2021 in Post-Installation Material 60 Day Coursework
    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 ava...

  3. Service

    Last Updated: 06/03/2021 in Training Resources ConnectBooster Overview Part 3
    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...

  4. ConnectBooster Reports

    Last Updated: 04/30/2021 in Post-Installation Material 90 Day Coursework
    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. ...

  5. Best practices for security

    Last Updated: 04/30/2021 in Best Practices Bringing on New Clients
    Video Length: 3:12 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. ...

  6. Security best practices

    Last Updated: 04/30/2021 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...

  7. What are Past Due Notices?

    Last Updated: 04/30/2021 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. ...

  8. Utilizing ConnectBooster Email Tracking

    Last Updated: 04/30/2021 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 Settings...

  9. Blocktime reporting

    Last Updated: 06/03/2021 in Training Resources ConnectBooster Overview Part 3
    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. ...

  10. ConnectBooster email tracking

    Last Updated: 06/03/2021 in Best Practices Best Practices for Client Email Functions
    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 Settin...
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