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Settings & Configuration
Settings & Configuration
+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 over a week ago
Changing User Password
Edit or update your user or team's password
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
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.
Written by
Jane
Updated over a week ago
Updating MYOB Accounting File Details
MYOB File
Written by
Sesh
Updated over a week ago
Managing users in ezyCollect
Decide which users need to receive all alerts and messages from ezyCollect
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
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.
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
Written by
Jane
Updated over a week ago
How to add or setup additional Users
Adding more new users in your ezyCollect account
Written by
Julian Sison
Updated over a week ago
Xero re-authentication to your ezyCollect file
Re-authenticate your Xero file to ezyCollect to sync updated data
Written by
Jane
Updated over a week ago
Forgotten password
What to do if you forget your password
Written by
Jimmy Cooper
Updated over a week ago
Changing your password
How to change your ezyCollect user password
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
Written by
Jimmy Cooper
Updated over a week ago