Once a PSA is synced to your account, all the clients, opportunities, and Products are synced between PSA and Zomentum. If you wish to disconnect the P...
Wed, 11 Jan, 2023 at 3:23 PM
Zomentum gives you the option to opt out of receiving emails for the daily activity tracker in the platform. To disable email notifications for Dai...
Wed, 11 Jan, 2023 at 3:17 PM
Yes. You can change your Credit Card details/payment Details. 1. You need to go to Settings > Account. 2. Once you have selected Account, you n...
Tue, 3 Jan, 2023 at 5:35 AM
To reflect the category name in quotes instead of the tax field name, you can configure this in your Tax Display Preferences. Steps: Go to settings-&...
Tue, 10 Jan, 2023 at 3:21 PM
We have the option to define custom values in the call logs result field, and we can now add more values for this field under Settings--> Custom fields -...
Tue, 27 Sep, 2022 at 3:52 PM
You can make changes to the date format from Settings. You have a couple of formatting options available. 1) You have to go to Settings > Account. ...
Tue, 3 Jan, 2023 at 5:44 AM
If a user is unable to access their password or Multi-Factor Authentication (MFA) code, an admin user can reset the password or MFA for that particular user...
Tue, 10 Sep, 2024 at 12:26 PM
