Tips

Tips for the Connected Accounting and ERP Software

Connected Reminders and Notifications
NOTE: The following article describes features available only in Connected 10.3 or greater. The Reminder function in Connected lets users record reminde...
Thu, Dec 2, 2021 at 2:34 PM
Quick Notes for Adding Files and Short Notes
Note: The following article pertains to Connected Version 10.3 or greater.  Quick Notes are a fast and convenient way to add or link files to the corres...
Thu, Nov 25, 2021 at 12:33 PM
Attaching Files and Documents in Connected
Note: The following article pertains to Connected Version 10.2 or greater.  Related articles:  Inventory Item Images Related articles:  Attaching Fi...
Wed, Mar 31, 2021 at 1:07 PM
Pinning Transactions
The “Pin” feature is designed to help remember important transactions or just to keep your place as you leave for the day or embark on another task within t...
Thu, Jan 16, 2020 at 1:40 PM
Using and Linking (Attaching) Files to Notes
Using Window/Transaction Notes Virtually all Connected screens and transactions can have notes added to them.   To add a note, simply click the Notes icon...
Wed, Mar 31, 2021 at 1:25 PM
Using Connected Reminders (Legacy)
NOTE:  The below article describes the Connected Reminders which are now considered a legacy feature. Connected Reminders for current versions can be fou...
Fri, Nov 19, 2021 at 10:54 AM