Can I connect to more than one Business System or Database, with my licence?

• Related Articles

• 2. Connect Business System to Sales.Live

  Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Sales.Live. This connection is via something we call a Data Connector. This allows the sharing of information between your ...

• Supported Business System & Database Technologies

  Article Summary This article outlines the supported Business Systems and Database Connections currently developed for Snapshot.Live Business Systems Supported The following Business Systems have supported connections with Snapshot.Live. This means ...

• 2. Connect Business System to Forecast.Live

  Once you've created a company portal within Plus.Live, step 2 is to connect your Business System. This will allow you to sync your information within your Business System (like overdue accounts) to Forecast.Live. If you want to know more about Data ...

• 2. Connect Business System to Snapshot.Live

  Once you've set up the Company Portal and First User, you need to connect your Business System (ABM, MYOB, SAGE etc) to Snapshot.Live This connection if via something we call a Data Connector - it allows the sharing of information between your ...

• Is it possible to send an email to the Sales Rep when an order has been sent to the Business System?

  Yes.  Under the 'Admin' menu go to users and edit a users Role / Settings; You will see a tick box for 'Email document to user'. Tick that; Also, remember reps are linked to users. NOTE: You can also have an email sent back to the office. For example ...