Eric
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Articles
Recent activity by Eric-
Disconnect Circable
Log in to MONESQ and select 'Settings' from the navigation menu on the left: From the settings screen, select the 'Integrations' tab: In the Circable block, click the ellipsis menu on the right...
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Upload a File or Folder
Navigate to the 'File Storage' screen via the left navigation menu: Click the white '+' sign, and 'Upload files' Drag & Drop the desired file or folder then select the 'Parent folder,' i...
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Google Drive Integration
Integrating MONESQ with Google Drive allows you to upload and manage firm and client files in either location and have them be visible in both. How it works MONESQ File Storage automatically create...
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Edit QBO Mapping
In the event you need to make changes to the QuickBooks Online accounts and/or service items you are syncing with MONESQ, you can easily edit these mappings in your QuickBooks Online integration se...
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Add people to task and deadline watch lists
With your MOENSQ calendar, you can add stakeholders or interested parties to the watch list for tasks and deadlines, so they can track progress. Add stakeholders to the watch list For existing task...
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MONESQ Plus sign-up checklist
Applying for a MONESQ Plus account involves submitting a merchant application for any account handling card and e-check transactions. This requires a federally mandated KYC (Know Your Customer) che...
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MONESQ sign-up checklist
Applying for a MONESQ account involves submitting a merchant application for any account handling card and e-check transactions. This requires a federally mandated KYC (Know Your Customer) check. ...
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Attach a file to an invoice
Navigate to the 'File Storage' window from the left navigation bar. Select the Contact, then the matter, and select the ellipsis menu. * The invoice must already exist in the system before an atta...
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Connect 3rd party to CRM inbox
To take advantage of your Leads inbox, you will need to integrate it with a source of leads. For example, if your website has an information capture form, you can have your developer use our API t...
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Change lead status
You may change the as they progress through your sales pipeline. There are two ways to do this. Dragging and dropping one at a time Log in to MONESQ and select 'CRM' from the left navigation menu: ...