Overview This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic ...
Found in: Addresses
Question/Problem When Synchronising with Xero the following error is displayed "A validation exception occurred. The contact name **** is already registered to another contact": Cause The error message is stating that you already have a contact by ...
Found in: Xero Accounting
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
Overview The following video explains the process to edit an address or contact in a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. This will ...
Found in: Addresses
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: CRM & Data Protection
Overview This video explains how you can change the email address that the sales order documentation is sent to by changing the delivery contact on the sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit ...
Found in: CRM & Communication Log
Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...
Found in: Addresses
Overview How do your customers and suppliers wish to be contacted? This video explains how you setup your Data Protection options and whether they apply to companies or to individual contacts. There are instructions below the video. Steps Go to ...
Found in: CRM & Data Protection
Overview The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Found in: Communication Log
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Found in: Communication Log
Problem We are unable to make a card payment with Opayo even though the company has invoice contact details including name but is not displayed in the contacts field on the customer order. Solution This usually means that no invoice contact has been ...
Found in: Opayo
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
New Feature: Integrated Labels are now available, which can be added to your Invoice, Delivery Note reports New Feature: Filter added to [Sales Reports], which allows the type of Date to be selected New Feature: It is now possible to have the system ...
Found in: What's New
Added Unallocated Transactions report to the Accounts section Added Testing Mode for emailing documents Added integration to ParcelForce ExpressLink v14 Added total Page Count to grids Added ability to specify Organisation on Statement and Purchase ...
Found in: What's New
Question/Problem My data hasn't imported correctly, can I reimport it? Resolution/Solution Yes! The import feature of Khaos Control Cloud is designed so that you can re-run it as required and it will only update any information that has changed. ...
Found in: Data Import