Support

Request Support:

• Request Remote Support (Use only when asked by technician)”

FAQ:

• Hardware Requirements
• Fax Modems Supported by Active Fax
• License FAQ for accessing Quickbooks through Complete Contact ERP.
• Part numbers changed during export to Excel.

How To:

• Import Inventory Lots
• Match QB Accounts To CRM Accounts
• Use The Scheduled Calls Feature
• Work With RMA’s
• Close Reqs by Date
• Apply customer payments to a specific invoice.
• Add a PDF attachment to each Customer Quote E-Mailed.
• Un-Receive a Part
• Cancel an Invoice
• Send a single RFQ
• Allocate Stock to a Sales Order
• Enter 1 or more items into stock
• Upload a new Company Logo
• Delete offers from Vendors
• Fix when all fields of Excel get imported into the first column
• Change the password for Auto-Import Mailboxes
• Export one (or more) Vendors inventory to Excel
• Specifications for Importing Customers, Vendors, and Manufacturers
• Increase Number of Rows Shown on Grids
• Add An Entry to the Online Services List
• Cancel Lot PO
• Allow Change of Date Receipt
• Import Vendor Offers, Excess and Inventory

Integration Policies:

• Gmail Integration Privacy Policy