RepairShpr is a software that helps with invoicing, ticketing, POS, recurring invoices, billing, and CRM for computer repairing shops and more. Prerequi...
Tue, 26 Oct, 2021 at 4:45 AM
Hubspot is used for marketing activities. The deals and prospects that are sales qualified move forward in the process and find their way into the sales too...
Mon, 21 Aug, 2023 at 1:23 AM
The Zomentum platform allows MSPs to create quotes and collect payments from their end clients. This data needs to be synced with PSAs and accounting sof...
Wed, 6 Nov, 2024 at 12:54 AM
This document describes the recent enhancements in the Quickbooks Online integration process. The following enhancements have been introduced: Incom...
Fri, 16 Feb, 2024 at 9:05 AM
This document describes the process of adding Amazon as a distributor in Zomentum. Amazon is the largest distributor used by many Zomentum partners acro...
Tue, 9 Jan, 2024 at 8:01 AM
Overview With this new feature, users can now apply filters to the audit logs for PSA (Professional Services Automation) and CRM (Customer Relationship Man...
Wed, 10 Jul, 2024 at 7:27 AM
Users can now push Zomentum entity URLs (such as Client and Opportunity URLs) directly within custom properties in HubSpot. This integration ensures that yo...
Wed, 10 Jul, 2024 at 8:01 AM
When clients sign documents in Zomentum, they have the option to add a PO Number, which plays a critical role in invoicing. This PO Number is stored at the ...
Thu, 5 Sep, 2024 at 2:51 PM
Following are the security role permissions that Zomentum requires while creating an API User in Connectwise. Module Description Add Level Edit Leve...
Wed, 19 Jun, 2024 at 7:23 AM
When products are synced from Zomentum to ConnectWise, certain behaviours related to duplicate product identifiers may occur. This is standard behaviour due...
Tue, 10 Sep, 2024 at 12:07 PM
