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Broadcast Email – Account Information Selection

When utilizing the Broadcast email utility, users have the option to select information from the Customer window. This information is held under Customer > Customer Information. Below is a list of all the different filters available and which fields can be

Posted in Customer, Email

SmartVault Document Storage and Sharing

Acctivate now includes support for the SmartVault Online Document Storage and Sharing service.  SmartVault is a Software-as-a-Service offering that is fully integrated within Acctivate.  It provides the ability to scan, store and send documents to vendors, customers and partners.  The

Posted in Email, Technology

Temporary Files for Email Attachments and Reports

Acctivate uses Crystal Reports for generating Sales and Purchase Order documents to be emailed to customers and/or vendors. The report is first generated in Crystal Reports then saved as a PDF file in the Temporary Internet Files folder on your

Posted in Email, Reports

Sending email messages with Office 365

Microsoft Office 365 is an excellent service for small businesses.  It includes Exchange Online (email), Lync (instant messaging), SharePoint (Team Site) and Office Web Apps.  You can also pay for the Premium service, which includes Office desktop apps, such as Microsoft

Posted in Email

Business Activity Window

The Business Activity window provides users with the ability to be proactive in the management and functionality of business activities. It is designed to keep track of special information related to customers, products, sales orders, purchase orders and vendors in

Posted in Business Activity, Configuration, Email

Customer Information Window

The Acctivate Customer window has many tabs and sections for updating your customer information. You can open the Customer window in one of two methods: Click the Customer Icon on the Icon Bar From the menu bar, select Customer >Customer Information Once the Customer window

Posted in Customer, Email

FedEx Shipping Workstation Installation (Non EDI/Packaging Manager)

Configuring FedEx Ship Manager to Import data from Acctivate The process of setting-up FedEx Ship Manager to work with Acctivate is fairly straightforward and can typically be completed in 30 minutes to one hour. 1.   Make certain that you complete

Posted in Email, Installation, Shipping

UPS Shipping Workstation Installation Guide (Non EDI/Packaging Manager)

Configuring UPS WorldShip to Import data from Acctivate 1.   Make certain that you complete the ODBC setup before you begin the UPS WorldShip integration process. (Note: UPS Worldship requires the use of a 32-bit ODBC connection.) 2.   Inside of UPS Online

Posted in Email, Installation, Shipping

Business Activity Web Form Installation Guide

Overview Download Acctivate Business Activity Sample Web Forms Manage web form submissions easily in Acctivate Everyday more and more businesses receive emails or other contacts from their websites, such as new customer contact, support requests, sales requests, comments and suggestions. Most

Posted in Business Activity, Email, Installation

Email Message Template Fields and Types

When writing in the body of an email message template you can use data fields, which will request specific information from the database and automatically enter it when the specific email template is selected. The information that is entered is

Posted in Email
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