To view contracts, Open Zap PSA app. Now from left navigation… look for section “Manage” and click “Contracts” This will open up the Contracts List view page. Below are the different Contracts Views that come out-of-box: 1. Open Contracts 2. Expired Contracts 3. Expired Contracts in last 30 days 4. Contracts expiring in next 7 […]
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Protected: Miscellaneous: Create Trigger Thunder Notification configuration
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How do we create new contract from blank?
Below are the two different approaches that could be used to create new Contract: 1. New Contract – Blank Contract: Browse to Contracts (Zap PSA Contracts) and click “New” 2. New Contract – From Template: Browse to Contracts (Zap PSA Contracts) and click “New + From Template”. This could be useful for creating contracts in BULK. Contract […]
Protected: Miscellaneous: Create Recurring Thunder Notification configuration
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Protected: How to copy or renew an existing Contract?
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Protected: Contract, Contract Types & Contract Periods
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Protected: Temporary page 1 (ignore)
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Troubleshooting
Browse to Global Settings and enable setting: Enable Event logging Now try generating the notification that you would like to trouble-shoot. Now browse to “Event log” … open the event log record that was generated… and refer the log details to understand what is happening. If you are unable to resolve the issue, email support@zapobjects.com […]
How to set Time-Entries as Billed?
In reference to marking time-entries as billed… we have 3 fields in time-entry record: Billed (External): This is a 2-option field. If you are invoicing your customers using an external application then you can set this field as checked. Please note that only users with role: “Zap PSA Admin” or “Zap PSA Manager” can update […]
How to – Create New Contract from Contract Template
Presently (Apr 2023), we use contract only for auto-calculation of extended price. However in future when full contract management module is out…we will provide support for managing post-paid/ pre-paid support contracts + recurring subscriptions + billing & invoicing. You can save time and efforts by creating contracts in bulk using “contract template” functionality. Below are […]
