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James Montgomery

Thryv Moderator Thryv Employee
Thryv Employee
  • Total activity 150
  • Last activity April 24, 2026 17:40
  • Member since May 20, 2025 18:09

Hey there! I'm James — the newest member of the Thryv + Keap Product Success Team. Feel free to let me know how I can help!

  • Activity overview
  • Badges (3)
  • Articles (5)
  • Posts (0)
  • Comments (57)
  • Activity overview
  • Badges (3)
  • Articles (5)
  • Posts (0)
  • Comments (57)

Activity overview

Latest activity by James Montgomery
  • James Montgomery commented, April 24, 2026 17:40

    1. Community
    2. General Q&A
    3. Complete search of thryv entries

    Hey there,Great question! Unfortunately, the search functionality is currently limited in terms of the data it is capable of retrieving and doesn't search across all fields in the database (such as...

    • View comment
    • James Montgomery
    • April 24, 2026 17:40
    • 0 votes
  • James Montgomery commented, April 23, 2026 21:01

    1. Community
    2. General Q&A
    3. CRM details

    Hey there,Yes — as long as SMS is enabled under Settings > Auto Client Messaging > Booking, the system will send booking confirmations and appointment reminders via text message.Just make sure the ...

    • View comment
    • James Montgomery
    • April 23, 2026 21:01
    • 0 votes
  • James Montgomery commented, April 21, 2026 22:22

    1. Community
    2. Payments
    3. Billing

    Hey Wanda,Thanks for surfacing this.After reviewing with the team, we confirmed that one of the items you received wasn’t an additional bill or charge. Instead, it was a credit applied to your acco...

    • View comment
    • James Montgomery
    • April 21, 2026 22:22
    • 0 votes
  • James Montgomery created an article, April 17, 2026 21:13

    Understand HTML Block Security Changes for Landing Pages and Popups

    1. Keap™
    2. Marketing
    3. New Landing Pages

    Heads Up: Recent Security Update The HTML block now automatically removes certain unsafe code patterns when you edit and save a landing page or popup. This is a security enhancement to protect you...

    • James Montgomery
    • April 24, 2026 19:23
    • Updated
    • 0 followers
    • 0 comments
    • 0 votes
  • James Montgomery commented, April 14, 2026 15:08

    1. Community
    2. General Q&A
    3. Removing appointment option

    Hey Nidia,To remove the ability for clients to schedule appointments through your Client Portal, you’ll want to head to Settings > Online Booking Options. From there, simply uncheck the box next to...

    • View comment
    • James Montgomery
    • April 14, 2026 15:08
    • 0 votes
  • James Montgomery commented, April 13, 2026 16:19

    1. Community
    2. Payments
    3. tryv pay international blocked by cloudfare

    Hi Michael,Thanks for surfacing this! I'm happy to clarify.Thryv products (including ThryvPay) are only accessible in supported regions (United States, Canada, Australia, and New Zealand). As a res...

    • View comment
    • James Montgomery
    • April 13, 2026 16:20
    • Edited
    • 0 votes
  • James Montgomery commented, April 10, 2026 23:10

    1. Community
    2. General Q&A
    3. Password Change

    Hey Santo, Thanks for bringing this up! If you received a password change notification that you didn’t initiate, we recommend taking action right away to ensure your account remains secure. First, ...

    • View comment
    • James Montgomery
    • April 10, 2026 23:10
    • 0 votes
  • James Montgomery commented, April 07, 2026 20:49

    1. Community
    2. Payments
    3. Pay Portal

    Glad to hear that, Carl!If there's anything else we can assist with, please let me know.

    • View comment
    • James Montgomery
    • April 07, 2026 20:49
    • 0 votes
  • James Montgomery commented, April 07, 2026 19:29

    1. Community
    2. Payments
    3. Pay Portal

    Hey Carl,Thanks for reaching out! I’d love to assist. Could you share a bit more about what’s happening with your Pay portal? For example: Any error messages you’re seeing Steps you took before it...

    • View comment
    • James Montgomery
    • April 07, 2026 19:29
    • 0 votes
  • James Montgomery commented, April 06, 2026 16:55

    1. Community
    2. Social Media
    3. Easter

    Hey Amanda,I’d love to help, but I’m not quite sure what you’re referring to here. Would you mind sharing a bit more detail? That’ll help me point you in the right direction!If you’re looking for i...

    • View comment
    • James Montgomery
    • April 06, 2026 16:55
    • 0 votes

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