General Questions
- Why does Crik-IT put a single quote at the beginning of some of our information?
- How do I change the payment method used for my Crik-IT subscription?
- Why do I see "No Rep" on some reports?
- How does the Opportunity Pipeline Stats report work?
- Why does the logo on emailed orders, invoices, and order confirmations look distorted?
- iPad or iPhone - Add shortcut to the portal to your iPad or iPhone home screen
- What is the CI-BALANCING entry that sometimes shows up in the Invoices tab?
- Email alert: Order not submitted
- How do I change the email that shows on the Crik-IT order form?
- Contact Note notes area doesn't show when I use the Safari browser
- Can I change the responsible user (or reassign) on many contact notes at once?
- Can I change the Type on many contact notes at once?
- Can I change the status on many contact notes at once?
- Can I change the assigned rep on multiple leads?
- How do I open a website from a URL in a contact note?
- We're not receiving new-order emails
- Confirmation not received
- How do I print a copy of an invoice from my vendor? (for customer users)
- Automatically send email to customer when new invoice or order is created in QuickBooks
- We're not receiving invoice or order confirmation emails
- How to set up a credit card as a default card for payment in the portal
- How to update the default credit card in the portal
- How to pay an invoice through the portal