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Some countries require invoices and quotes to include a shipping address so that taxes can be calculated accurately based on where the product is delivered or service is rendered. Changing this setting in your app to Yes will add the shipping addre...
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Partners can be granted access to an app to work with a client; for example, when working with an Expert Coach or Keap Certified Partner. Note: Partner users do not use or require a user license from the app. Add a partner user profile Na...
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The Monthly Receivables Report is a summary of orders with payments due for each month. This report helps you monitor money owed to you by others. Note: This report has features which require the paging to be fixed to 1000 line items per page. ...
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Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Keap that contains data from the contact...
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If you are using an integration that requests your "internal form id", you can find it by going to CRM > Contacts and click on the Add a Contact button Choose the form from the drop-down list View the form id in your browser's address...
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WePay closed its UK operations in August 2023. Customers will not be able to add a new WePay connection to their Keap account. There will be more information to come. Occasionally, you may experience a credit card payment failure with an order. A...
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Created On: 12/02/2019
in Getting Started You can grant temporary access to your account to a Keap employee from within your Infusionsoft application. This is done when working with a Support representative to resolve application issues. Once granted access, the representative will be able ...
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Created On: 12/02/2019
in CRM Contacts Manage Contacts
There are two types of Contact notes in Max Classic, Person Notes , which is simply a text box where you can add some quick information about a contact and Task Notes , which are actual date/time stamped notes on the contact record. Export Pe...
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A favicon is a small icon displayed in the address bar of a web browser that represents your website branding. Typically it is a simplified version of a company logo. You can add your own custom favicon to an Infusionsoft Landing Page. You'll just ...
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If you need to contact customer support, they will ask for your "application id" or "app id" in order to help verify your account and to access your application to assist.