Welcome to the Connect Tutorials Page
Click on the category you want to learn about.
- All
- Order Management
- Admin Management
- Accounts Payable
- Accounts Receivable
- HomeView
- Integration
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Configure TOTAL Account in ValueLink Connect -
Export ValueLink Connect orders to TOTAL -
Export Report Information From TOTAL To Valuelink Connect -
Sync your Google Calender -
HomeView - Virtual Inspection Tool -
The Connect Dashboard -
Order Search -
Add New Order -
Accept Orders from Integrated Systems -
Decline an Order -
View Order Details -
Edit Order Details -
Updating Products and Fees -
Set Order Due Dates -
Edit Contact Information -
Flag an Order -
Assign an Order -
Upload Order Status -
Send Messages to Clients and Vendors -
Add Supporting Documents -
Inspection Scheduling -
Uploading Appraisal Reports -
Completing an Order and Delivering Reports -
View Order Invoice -
View and Edit Company Profile -
Add Supporting Documents -
Add New Admin Users -
View Edit Client Information -
Add New Clients -
Add Client Branches -
View and Edit Vendor Profiles -
Add New Vendors -
Add Vendor License Information -
Add Coverage Area for Vendors -
Add Supporting Documents to Vendor Profiles -
Add New users to Vendor Profiles -
Set Vendor Fee Split -
Add-Edit Vendor Qualifications -
View and Manage Products -
Activate-Deactivate Products -
Set Up Common Responses -
Activate-Deactivate Transaction Types -
Manage Event Alerts -
Manage Order Status -
Add New Payment -
Search New Payment -
Apply Payments on Orders -
View Client Receivables -
Edit Payments -
Delete Payments -
Unlink Order from Payment -
Add New Payment -
Search New Payment -
Apply Payments on Orders -
View Client Receivables -
Edit Payments -
Delete Payments -
Unlink Order from Payment
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