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Support

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Latest activity by Support
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    Support created an article,

    Automated Email Reports in the Social Media Tool

    f you want to send automated reports to clients, management, staff, etc. from the social media tool, follow these simple instructions. 1.  Find the report you want to create, or create a custom rep...

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    Support created a post,

    [Update] X/Twitter API and Feature Sunset - 05 October 2023

    X (FKA Twitter) has introduced some changes to their API functionality, impacting third-party tools, which have had a significant impact on our ability to continue supporting various features. Whil...

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    Support created an article,

    Connecting Authorize.net

    Authorize.Net Integration For all your payments to be easy, safe and affordable CRM integrates with the advanced payment gateway Authorize.Net. For instance: Consider the Invoices App. This post wi...

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    Support created an article,

    Setting up a Brand and Approving Messaging for SMS Sending

    To send SMS messages via the CRM, you'll need to set up a brand with Nexmo/Vonage, and have your messaging approved by carriers. This process can take up to a month, so please prepare accordingly. ...

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    Support created an article,

    WebOS Version Updates

    Updates and versions are in chronological order:   Date: January 20, 2023 Version: 1.0.6 Updates: Patch for business dropdown fix Patch for billing management fix Update to financial reporting dat...

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    Support created an article,

    E-Signature Setup

    The CRM has an eSignature service that enables users to get the documents signed anywhere, anytime. The CRM uses integration with Sign.co to get the documents signed securely. To utilize this servi...

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    Support created an article,

    Professional Profile Getting Started

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    Support created an article,

    Personal Profile Getting Started

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    Support created an article,

    Personal Profile Getting Started

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    Support created an article,

    WebOS Terms of Use

    Effective September 21, 2022 These Terms of Service reflect the way WebOS operates as a business and the laws that apply to our company. As a result, these Terms of Service help define WebOS’s rela...