Articles
Managely – Multiple Ways of looking up a Customer
There are multiple ways of looking up a customer in Managely.
1. Search using the quick search at the top (enter the customer number or name and then push the Enter key):
*Note: a terminated customer will not show up when searched for th...
How to Search for Customers by City in Managely
Follow the steps below to search for customers by city.
Click on CRM > Customers
Click the three vertical dots (ellipsis) to the right of the ’City’ column
Hover over filter
Click on the ‘contains’ drop dow...
How to send multiple recipients an RMR invoice (Managely)
Managely allows Users to give contact(s) the ability to receive a copy of the invoice Log into the customers page in question click on the contacts tab below and then click the + Add New Contact button 2. Create the contact and if you wo...
Multiple ways of looking up a proposal (Managely)
In Managely a proposal can be looked up in multiple ways. There are multiple ways of looking up a proposal payment in Managely by the proposal number. Switch the search criteria from the top drop-down from Customers to Proposals (then type the ...
Multiple ways of looking up a contact (Managely)
In Managely a contact can be looked up in multiple ways. There are multiple ways of looking up contact in Managely by the name or customer. Switch the search criteria from the top drop-down from Customers to Contacts (then type the contact’s na...
Multiple ways of looking up a customer site (Managely)
Site in Managely is the physical location where the services are installed. In Managely a customer site can be looked up in multiple ways. There are multiple ways of looking up a customer site in Managely by the site number or address. Switch ...
Multiple ways of looking up a customer system (Managely)
The system in Managely is the equipment installed. In Managely a customer system can be looked up in multiple ways. There are multiple ways of looking up a customer system in Managely by the system number. Switch the search criteria from the t...