Getting Started

Default solution folder, feel free to edit or delete it.

Processing Customer Credit Cards in Connected
The following video is a recording training session on customer credit card processing. Learn how to: Basics of Card Processing and PCI Compliance P...
Tue, Dec 12, 2017 at 4:35 PM
Creating User Accounts and Access Privileges
There are many decisions to make when creating new user accounts and assigning access privileges.  For example, deciding which users will have access to se...
Tue, Sep 24, 2019 at 3:08 PM
Analysis (Category) Codes
What are Analysis Codes The use of Analysis Codes can help to categorize items, customers, vendors, and/or jobs.  Virtually all ledger/query windows, cu...
Fri, Dec 13, 2019 at 10:47 AM
Adding a Logo or Image to a Form
Adding a logo or image to a form can help brand the form to your company identity.  Examples of forms that this may apply to are Invoices, Orders, Quote, Pa...
Mon, Jan 20, 2020 at 12:55 PM