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!
James Montgomery commented,
Hey Charles,Thanks for raising this. Upon review, it appears that Sam's payment was made via direct bank transfer (ACH).When a payment is made via ACH, it will show as "Payment processing" until th...
James Montgomery commented,
Of course! Happy to help.
James Montgomery commented,
Hi there! Great question. Thryv doesn’t issue traditional paper contracts. Your purchase and continued use of Thryv services are governed by our Terms & Conditions. You can review the full Terms he...
James Montgomery commented,
Hey AG$!To answer your questions in order: 1. The “Notes to client” field that appears when creating an invoice is the exact field that maps to the “Notes” column in an invoice export.If the field ...
James Montgomery commented,
Hey Mark, Sorry to hear you’re running into this! I’d recommend reaching out to our URL Team directly.They’re best equipped to help reset your webmail password and get everything squared away. You ...
James Montgomery commented,
Hey Ken! Currently in Business Center, there isn’t a way to assign a staff member a follow-up task unless an existing message thread already exists. We’ve received similar requests in the past, so ...
James Montgomery commented,
Hey there! You can change the payment method on file for your Thryv subscription by navigating to My Account > Account Profile > Payment Methods. From there, you’ll be able to add a new card or upd...
James Montgomery commented,
Hey Jeremiah,I’d recommend giving our Client Care team a call at 844-998-4798. They’ll be happy to review your account and answer any questions you have!In the meantime, please let me know if there...
James Montgomery commented,
Hey there! I’d recommend giving our Client Care team a call at 844-998-4798 so they can take a closer look and make sure everything is updated properly on our end. Additionally, if you’re j...
James Montgomery commented,
Hey Mark! What you're seeing are actually two different widgets. To clarify: The speech bubble is WebChat, which can be installed from the Thryv App Market. The "Text Us" button is from Podium (a ...
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