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Power Automate: Autotask Forms New Contact Form to Ticket Note and MailerLite
Triggers when a new email arrives in newcustcontact@geekgirlsit.com Extracts the ticket number and formats the body for the Autotask email Forwards the submission to Autotask as a ticket note Checks if the submission has yestonewsletter If yes, ...Web Site Security
Plug-in updates and installations are blocked in the wp-config.php file. To update or install a plug-in, change this value to false: define('DISALLOW_FILE_MODS', true);How to Send a User a Link to Install ScreenConnect
This article contains screenshots with private customer information and is only intended for internal use. Please do not externally share these screenshots or this article in any format. On the ScreenConnect homepage (https://access.geekgirlsit.com), ...How to Export Zoho KB Articles for Backup Purposes
Setup. Under data administration, click export. Click New Export. Under module, choose Articles. You can refresh the status page as needed. The export will be a spreadsheet file. Each cell in the Answer column contains the HTML code to reconstruct ...Building Project Planning Time into Labor Quote
"Quick note before we dive in — this call will count toward our included project planning time, just so we're on the same page." "Just a reminder that email correspondence is included in our project planning time. We're happy to keep things moving ...
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Unsupported Products and Services
Rabbit Hole Products Products we won’t agree to work on, unless it is to assist client in switching to a better product. Earthlink email service or software Mac Mail app (workstation application; we will provide limited support for the iPhone app) ...Questions Prospective Customers Ask and How to Respond
If customer asks where we're located: It's ok to say our headquarters is in Teaneck, but our technicians travel within Manhattan / North Jersey / parts of Westchester and Rockland counties. If customer asks if they can visit us: We do not have a ...How to Handle a Customer Missing or Calling in Late for a Remote Appointment
If the user doesn't call within ten minutes of the appointment time, Tech should set ticket status NO-SHOW: remote customer. (A workflow rule will fire causing an email to be sent to the ticket contact informing them they missed the appointment.) If ...Approved products
Supported Products Email Outlook Backup apps for RMM clients NYGG Backup Service Axcient QuickBooks Last three years only QB OnlineAuthorization and Payment Policies and Instructions
Only administrative personnel should ever discuss billing-, pricing- or payment-related with customers. Getting Credit Card Authorization Without Actually Billing the Customer After getting written permission, to get cc authorization without actually ...