CoreBridge Legacy
Find out more about setting up and using your existing CoreBridge Legacy system below.
Getting Started
- Import Questionnaire
- User End License Agreement (EULA)
- My Training Overview
- Onboarding Overview
- Import From Resource Overview
System Overview
- How to Set Up Dashboards and Widgets
- Time Tracking for Employees
- Widgets Overview
- Tasks
- System Overview
System Setup
- Location Settings
- Creating Email Domains
- Setting up Email From Addresses
- Company Options in Settings
- Employee Roles and Permissions in Settings
Administration
- Sales Goals
- Managing Employees
- Time Tracking for Managers
- Managing Widgets in Settings
- Creating Employees
Financial Setup
- Managing Chart of Accounts
- Establishing Default GL Accounts
- Payment Method Settings
- Reconciliation Overview
- Integrated vs. Non Integrated Credit Card Transactions
Sales
- Quick Products Overview
- Estimate and Order Tools Menu
- Line Items Overview
- Estimate and Order Options
- Tag Set Up
Financial
View all (12)Customers
- Creating Companies
- Creating Contacts
- Adding Company Notes and Flags
- Updating the CRM List
- Adding Contact Notes and Flags
Customer Portal
- Inviting Customers to the Customer Portal
- Interactions with the Customer Portal
- Customer Portal Module Overview
- Customer Portal Options
- Entering Payments in the Customer Portal
Components and Assemblies
View all (24)Integrations
- Fiserv AUS - A CoreBridge Integrated Merchant Services Provider
- Fiserv US - A CoreBridge Integrated Merchant Services Provider
- Nexio - A CoreBridge Integrated Merchant Services Provider
- Listen360
- Google Calendar
Documents and Reports
- Available Documents
- Merge Fields Overview
- Using New Reports
- Adding Documents
- Report Conversion Guide