Articles
Cannot access the website or receiving a "Not Secured" or "Not Private" error message (AlarmBiller, Sales Automation or eForms modules)
This error displays when the user is not using the secured protocol when accessing the website.
A secure URL should begin with “https” rather than “http.” The “s” in “https” stands for secure, which indicates that the site is using a ...
How to Login to SalesAutomation on a Mobile Device
Sales Automation is mainly a desktop module. (It is not part of the Sedona-X app). Sales Automation module can be accessed on a mobile device by accessing the direct URL link in the browser. https://YOURLINK.alarmbiller.com/SalesAutomation/SA Not...
Cannot Save a New Payment Method Through the API
Description of Issue:
When trying to create a new payment method for a customer from Sales Automation, it is not saved and may return an error. This would apply to anyone using the API to create new Payment Methods for Customers.
...
How to make a SO employee selectable in the SedonaOffice Salesperson dropdown in SA
When creating an employee in Sales Automation you will see a menu titled SedonaOffice Salesperson. The steps below will show you what needs setup so that the employee will appear in this drop-down.
1) Log into SedonaOffice...
SalesAutomation & SedonaCloud API Troubleshooting Guide
Step 1: Verify SedonaCloud API is Online
Copy and paste their API URL into Chrome.
Does the SedonaCloud Login screen come up? = YES
Is the SSL certificate valid? You can check this by clicking this lock icon in the URL...
How to access the Sales Automation Module that works with AlarmBiller and SedonaOffice
Accessing the Sales Automation module from within AlarmBiller software :
Click on the ab drop-down menu at the top, to the immediate right of the Support tab (The icon is a suitcase with the letters ab).
Clic...
How to Group Users Together Under a Department Manager in Sales Automation
There may be a time when grouping users/employees together under one manager for Sales Automation. This document goes over the steps needed to complete that task. Overview Follow the steps in the exact order shown below to add users grouped und...
How to Group Users Together Under a Department Manager in Sales Automation
Users may need to be grouped under a specific manager in Sales Automation. The steps below show how this can be accomplished. These steps were completed using SedonaOffice 6.2.0.14.
OVERVIEW
Follow the steps in the exact order shown belo...
What do the Flags Represent in SalesAutomation?
In the Leads Listing View, you will see a black flag to the left of the lead if the lead has a ‘standard’ note.
If the lead has a ‘critical’ note, there will be an orange flag to the left of the lead.
If the lead has a ‘standard’ and a ‘cr...
Sales Automation Sync for ForteAuthorizations Fails with Error
Sales Automation Sync for ForteAuthorizations Fails with Error Issue : When a customer tries to run the sync for ForteAuthorizations, they receive an error stating Sync failed. Error while copying content to stream processing your...