Create an invoice or record a payment for the invoice, an Invoice or its Payment will be made on the Quickbooks account too.

This guide will walk you through integrating your contacts and data with Brevo through Make.com using Webhooks. This guide will demonstrate

This guide covered the step-by-step process of creating a Proposal for potential clients and leads in Taskgate.

This guide covered configuring Leave Type settings in TaskGate.io, including setting leave types, paid status, limits, entitlement, and...

The guide covered how to create a support ticket in TaskGate.io, including selecting a client or/and employee, assigning groups and agents,

This guide demonstrated how to add a sub-task to a project template in TaskGate.io, streamlining the process of organizing and managing task

The guide covered the steps to add tasks in a project template within TaskGate.io, from accessing the project template to saving the task

This guide covered the process of creating onboarding templates and projects in Taskgate.io for different purposes

For Microsoft 365, please Click Here For GoDaddy, follow the below instructions: Enable SMTP Authentication: SMTP Authentication is used...

Email communication is an integral part of our digital lives, and configuring SMTP (Simple Mail Transfer Protocol) settings can be a bit...

Things to note in advance: Contracts only to be send when the prospect or potential client is converted to "Client". New proposals for...

Types of letter and agreement that you can generate or create: Offer letters to candidates Hiring agreement template Welcome letters...

The default permission of view and display of Orgchart is only available within the Admin permission or users assigned an admin roles and...

Understanding how to effectively manage roles and permissions is crucial for maintaining the security and efficiency of your platform....

Table of Contents: Create Lead Generation Form Change the Source in Lead Form Add, edit, or Delete Products How to Add and Grant an...

How to add a new user or employee to the system? There are 3 ways to add a new user: Option 1 - Add the new users to the systems...

Selecting the right Software as a Service (SaaS) platform can significantly impact the efficiency, scalability, and success of your business

In today's competitive market landscape, managing operational costs effectively is crucial for sustaining business growth and maintaining...

Integrating an Enterprise Resource Planning (ERP) system into your business operations can dramatically streamline processes, enhance data..