Articles
Change Customer's Managely URL
Contents Purpose Locate and Change Dealer Prefix Error Saving Prefix Revision History Purpose New Managely customers are provided with a specific URL to access their Managely data. To determine which database a customer accesses, a po...
Setup Table Overview: AB to Managely
Find the file for information on the setup tables needed in each tier of Managely here .
Use this information when a customer migrates from AlarmBiller to Managely.
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Managely – How to globally enable/disable ‘Do Not Deliver $0 Invoices’
Managely offers customers the ability to choose between delivering or not delivering $0 (zero dollars) invoices.
The setting to enable or disable the delivery of $0 invoices can be found under Setup -> Company -> System Defaults. ...
Managely – How to select the default Bank Account
Managely gives users the ability to select the default Bank Account.
To select the default Bank Account, follow the steps below:
Click the Setup tab at the top.
Click Preferences under the Company category.
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How to Delete a Lock in Managely New
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...
How to Check if a User is Currently Logged into Managely New
Managely provides users with the necessary access (Administrators or User Administration permission) the ability to see if or who is currently logged into the software.
How do I check if a user is currently logged into Managely?
Users wi...
Permission to Check which Users are Online New
Managely provides users with the necessary access (Administrators or User Administration permission) the ability to see if or who is currently logged into the software.
What are the necessary permissions to see if a user is currently logged in...
How do I set up a 'reply to' email for the appointment confirmation?
Dealer created a case asking where does the appointment confirmation reply to emails go to and if they would like to edit where would they do that.
Have an Administrative User log into Managely and then click on Setup and then click Company...
Where to set up Employee types in Managely
Managely gives their users the ability to set up different employee types.
Where can employee types be set up?
To set up employee types, navigate to Setup > Items & Parts >Types
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How to Enable/Disable the Expired Credit Card Notifications (Managely)
Follow these steps below to enable/disable the notification of expiring credit cards:
Click on Setup, Utilities, then Automation.
If you would like for your customers to receive an email that their credit card is go...