Recent Updates
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Updated on: Sep 08, 2022
How to start an automated recurring billing plan for your Client with Rocket Matter Pay.
Manual Rocket Matter Knowledge Base -
Updated on: Sep 06, 2022
How to modify your Communicator display photo.
Manual Rocket Matter Knowledge Base -
Updated on: Sep 06, 2022
How to edit an existing recurring billing plan with Rocket Matter Pay.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 30, 2022
How to add a new user.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 30, 2022
How to delete a Contact.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 29, 2022
How to use Copy2Contact.
The Copy2Contact widget lets you quickly capture Contact Info from a document, email signature, web directory, or any place you can copy/paste or drag/drop relevant contact info.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 29, 2022
How to send a Portal Invitation and Client set up.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 29, 2022
How to create and view an 'All Day Calendar Event' without blocking your entire day.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 29, 2022
How to set up a one-way calendar feed from Rocket Matter to iCal on desktop.
The Rocket Matter calendar can be 'fed' into any calendar that accepts .ics feeds. This is a one-way sync, where all your Rocket Matter calendar events are shared with an external calendar. Not calendar events are synced back into Rocket Matter in a 1-way sync.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 29, 2022
How to create a Task from a calendar Event.
Manual Rocket Matter Knowledge Base