Getting Started

Basics

• New to Acctivate? Start here!
• Understanding the Login Window (Splash Screen)
• Opening up multiple instances of Acctivate.

User Interface

• User Interface Desktop Overview
• Understanding the various Acctivate windows.
• Acctivate's Keyboard Shortcuts
• Changing date and number formats in Acctivate
• Relative formats for dates and times
• Performing a search with multiple fields.
• Using search operators in the Lookup window.
• Filtering Searches in the lookup with "Begins With"
• Sorting Lookup columns.
• What is the News and Update Notifications at Login?
• Modifying the Icon bar location.
• Customizing the Acctivate Icon bar.
• Video: Icon Bar
• Searching through note fields.
• Attaching files to records using notes.

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Manager windows

• Understanding the interface of Acctivate's Manager windows
• Using Quick Filters in the Manager Windows.
• Find & Group in Manager Windows
• Adding a filter group to a manager window to filter out specific dates.
• Creating a Custom Bar of records in Manager windows.
• Creating custom buttons in Manager Windows.
• Locating the criteria for Manager windows buttons.
• Adding Or Removing Columns in Manager windows
• Setting a manager to open Automatically.
• Using manager windows to send documentation via Emails in Bulk.
• Using manager windows to bulk add notes to records.

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List windows

• Searching the list windows.
• Expanding and collapsing the left navigation bar.
• Creating a custom filter in list windows.
• Filtering Data Presentation Screens.

Transaction windows

• Acctivate Data Grid Features.
• Understanding the Sales Order and Purchase Order Date Fields.
• Inserting, moving and deleting rows on Sales and Purchase order windows.
• "Restore Settings" for Acctivate Grids
• Customizing Columns on Transaction Windows

License and Users

• How User Licenses work in Acctivate.
• Finding the list of licensed modules.
• Viewing usage statistics for Acctivate.
• Viewing the list of current users.
• Resetting or changing a login user password.
• Create a New Acctivate User by Copying an Existing User

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Email

• Creating and Using Email Templates
• Add Order or PO Attachments to an Email
• Email Message Template Fields and Types
• Selecting and Managing the From Email Address in Acctivate
• Default Emails used on Forms and Emailing
• Saving .eml files in Acctivate
• Associate Multiple Emails on an Order or Customer Contact
• Attaching an Email to Another Document or Window.
• Using the "Link to..." dropdown to save emails to a Document
• Adding A Blind Carbon Copy To Emails.

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Getting Help

• Getting support from the Acctivate support team.
• How to download the ScreenConnect client for Acctivate Remote Support
• Acctivate Support Assistant
• Locating a list of official Acctivate Technology Partners and Consultants.
• Attaching a Screenshot to a Support Ticket
• Joining a Remote Support Connection using ConnectWise Control on Desktop or Android.
• Registering and using the Customer Portal
• Reporting bugs and requesting enhancements.
• How to View and Send Acctivate log files
• Sending a Database Copy to Acctivate Support.
• Receiving emails from the Acctivate team
• Clear Acctivate website cookies
• Using a custom search engine to quickly search the Acctivate Knowledge base.
• Viewing Acctivate Webinars

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