Portal Administration
This section tells you how to add or delete portal user names, how to manage permissions, how to change the theme for your portal, and more.
- Add Your Logo to Your Crik-IT Portal
- How To Do A Full Data Sync
- Tell Crik-IT Which Email Address to Use as the Order Desk Email Address
- How to Set Sales Targets and Customer Visit Goals in Crik-IT
- Can I enter a note on a separate line when entering an order?
- Can I add a blank line to an order?
- Share Documents, Files, and More Through Your Crik-IT Library!
- Share Announcements Through Crik-IT
- What is included in "Crik-IT Admin" permissions?
- How do I tell the portal to stop trying to send an order to QuickBooks?
- What happens if there is an error when sending an order to QuickBooks?
- Can we have a custom "branded" URL to our Crik-IT portal, such as "portal.mycompany.com"?
- Can I add a web page, or Google Drive, or Dropbox, etc. link to the Crik-IT Library?
- Can I have orders mailed to more than one "order desk" email?
- Email order to multiple order desk addresses
- Can we have a link to our Crik-IT portal from our own web page?
- How do I enter targets or forecasts for sales reports?
- QuickBooks Subscribers: Volume pricing - Is it possible to have order price change based on quantity ordered?