Settings & Configuration

Jimmy Cooper avatar Jane avatar Sesh avatar +2
15 articles in this collection
Written by Jimmy Cooper, Jane, Sesh and 2 others

Activating Activity Write-back to NetSuite - ezyCollect configuration

How to enable activity write-back in ezyCollect? What will be written back to NetSuite from ezyCollect?
B
Written by Bartholomew Tan
Updated over a week ago

Activity Write-back to NetSuite - final configuration

Guide to setup the required permissions and enable the REST API so that ezyCollect can write-back communications and notes to your NetSuite
B
Written by Bartholomew Tan
Updated today

Changing User Password

Edit or update your user or team's password
Jane avatar
Written by Jane
Updated over a week ago

Single Sign On (SS0)

Login to your ezyCollect file or multiple files with your registered email address and password using SSO
Jane avatar
Written by Jane
Updated over a week ago

In-app switch and Register a New Organisation

Switch between multiple organisations while you are in the ezyCollect application - no need for multiple logins.
Jane avatar
Written by Jane
Updated over a week ago

Updating MYOB Accounting File Details

MYOB File
Sesh avatar
Written by Sesh
Updated over a week ago

Managing users in ezyCollect

Decide which users need to receive all alerts and messages from ezyCollect
Jane avatar
Written by Jane
Updated over a week ago

Updating your MYOB Credentials in ezyCollect

Changes to your MYOB username & password must also be updated in ezyCollect
Jane avatar
Written by Jane
Updated over a week ago

How to retrieve and use an authorisation code

Change your authorisation code for users so only current users have access to your ezyCollect account.
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago

Re-authenticating your MYOB Account

Re-authenticate your MYOB file to ezyCollect to sync updated data
Jane avatar
Written by Jane
Updated over a week ago

How to add or setup additional Users

Adding more new users in your ezyCollect account
Julian Sison avatar
Written by Julian Sison
Updated over a week ago

Re-authenticating your Xero Account

Re-authenticate your Xero file to ezyCollect to sync updated data
Jane avatar
Written by Jane
Updated over a week ago

Forgotten password

What to do if you forget your password
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago

Changing your password

How to change your ezyCollect user password
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago

Deleting vs disabling users in ezyCollect

Keep the history of communications even though the user no longer has access to ezyCollect
Jimmy Cooper avatar
Written by Jimmy Cooper
Updated over a week ago