Features
The Collaboration Module allows 2 or more MSP Partners to work together to complete large projects. Collaboration (Collab) projects consist of a Primary MS...
Mon, 15 Aug, 2022 at 2:20 PM
GOALZ WITH COLLABORATION Collaborating with another company? If you're the "primary" company, you can view your collaborator's progr...
Thu, 1 Jul, 2021 at 3:01 PM
GoalZ HOW TO USE GOALZ GoalZ is designed to be extremely quick and easy to use, requiring no advance setup. In most cases, it's just three q...
Fri, 4 Feb, 2022 at 6:19 PM
Sassie can securely collect TINs from shoppers and process them with the IRS to validate a name/TIN match. This can help reduce the incidence of false shopp...
Wed, 20 May, 2020 at 10:55 AM
Editable Question List Widget Your clients are collecting mountains of data, but how do they know their location managers are actively using it for improve...
Wed, 27 May, 2020 at 3:17 PM
Please submit a Tracker Notice for more information on these features.
Thu, 17 Sep, 2020 at 10:07 PM
Appeals - Question-Specific Change Request (premium) Enabling Appeals To enable Appeals , you must first enable the module on the MSP level. To do thi...
Tue, 15 Jun, 2021 at 6:14 PM
ToolZ is a method of boiling data of any kind down into uniform building blocks that can be used to create custom reports. To learn how ToolZ works and...
Wed, 23 Jun, 2021 at 10:21 PM
DESCRIPTION : Help for setting up and troubleshooting Presto Import projects Please see our help articles for Presto Preferred Providers at: https://p...
Wed, 23 Jun, 2021 at 11:58 PM
In Collaboration, the Primary may sometimes need to send an already-imported shop back to the Secondary to have additional edits made. Here is what t...
Fri, 14 Jul, 2023 at 4:23 PM