Utilities

After being approved by Forte, use the eCheck/Credit Card page (Setup > Utilities > eCheck/Credit Card) to enter the credentials from Forte. The eCheck/Credit Card page shows any existing Forte Merchant Accounts in the grid. The page has these butt...

The Automation setup page contains several options, primarily related to accounts receivable functions. Turning on the various options automates processes to save companies time in not having to run functions manually.  Each option is listed below. ...

Dealer created a lock because two Users where attempting to edit a work order at the same time. There are two ways to remove a lock     1) Have the second user that is in the work order log out.  2) Have an Administrator User click on the S...

This page has these tabs showing content: Outgoing Emails, Incoming Emails, and Outgoing Mails. Outgoing Emails This shows emails generated from Managely processes. Incoming Emails This shows emails coming into Managely. Outgoing Mails ...