Accountek Solutions Inc

Getting Started 7

• Transaction Record Info
• Creating Connected User Accounts and Access Privileges
• Activating and Using Change Logs
• Analysis (Category) Codes
• Processing Customer Credit Cards in Connected

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Email Documents 4

• Getting Started with Email
• Email Templates
• Emailing a Document (no template)
• Batch Emailing

Tips 4

• Attaching Files and Documents in Connected
• Pinning Transactions
• Using and Linking (Attaching) Files to Notes
• Using Connected Reminders