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PlatypusOS 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...
Authenticating Your Domain & Adding Sender Addresses
Before you can start sending emails through the email marketing tool, you must first authenticate your domain, set up an SPF record to enable the best possible delivery performance, and add a user ...
Start Adding Tools to Your Businesses and Users
Some tools on the platform are based on the business unit (website, social dashboard, review management, etc.), and some are based on the user (CRM, cloud storage, email/calendar, etc.). When addin...
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...
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...
Website Subscription Widget
There are two types of webform widgets you can use to collect contacts for your email marketing campaigns (click links below to go to the type you want to use). Embedded WidgetsPop-In Widgets E...
Adding a phone number to the CRM for SMS and voicemail.
NOTE: As a new beta product, you'll need the team to activate this tool for you in the backend. To get started, send an email to support@tech-toolbox.net stating that you would like the Phone and S...
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. ...
Adding Profiles To Your Account
Adding profiles to your social media platform account is as simple as just a few clicks and confirmations. First off, make sure you are signed in on your desktop to whatever service you'd like to a...
Troubleshooting Facebook Connection
Introduction In order to successfully connect your location with your Facebook page (individual pages or pages in the brand page/location page structure), there are some requirements that need to b...