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James Montgomery

Thryv Moderator Thryv Employee
Thryv Employee
  • Total activity 176
  • Last activity May 14, 2026 22:54
  • 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 (70)
  • Activity overview
  • Badges (3)
  • Articles (5)
  • Posts (0)
  • Comments (70)

Comments

Recent activity by James Montgomery Recent activity Votes
    1. Community
    2. General Q&A
    3. settings tab

    Hey Antony, Sorry to hear you’re running into this issue! I’ll be reaching out via email shortly to grab a few more details and take a closer look at what you’re seeing. Once I have that info, I’ll...

    • View comment
    • James Montgomery
    • May 14, 2026 22:54
    • Edited
    • 0 votes
    1. Community
    2. Integrations
    3. Google Analytics

    Hey Sara! Great question. Since you're using Thryv Marketing Center, you won't need to use the App Market to connect Google Analytics. Instead, you can add your Google Analytics information directl...

    • View comment
    • James Montgomery
    • May 14, 2026 22:34
    • Edited
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. sync calendar with iphone

    Hey Lori, Sorry to hear that! This functionality was deprecated some time ago, which unfortunately means there's no way to restore it. With that said, the workaround of syncing Business Center with...

    • View comment
    • James Montgomery
    • May 13, 2026 16:52
    • 0 votes
    1. Community
    2. General Q&A
    3. Mobile Printing of Estimates and Invoices

    Hey Karen, Great question. While there isn't a dedicated print option on the invoice/estimate screen, your technicians can still get a printed copy without sending it to the customer first! They'd ...

    • View comment
    • James Montgomery
    • May 13, 2026 00:05
    • 0 votes
    1. Community
    2. General Q&A
    3. invoice conversion to pdf

    Hey there! When viewing an invoice inside of your Thryv account, you should have the option to "View Invoice". Screenshot attached below for example:Clicking "View Invoice" will open the invoice in...

    • View comment
    • James Montgomery
    • May 06, 2026 15:59
    • Edited
    • 0 votes
    1. Community
    2. Payments
    3. Online payments

    Hey there, Thanks for reaching out! We're sorry to hear that you're having this issue. I'll be reaching out via email to gather some additional details, but in the meantime, here are a couple of qu...

    • View comment
    • James Montgomery
    • May 06, 2026 15:54
    • 0 votes
    1. Community
    2. General Q&A
    3. Clarification on Editing Estimates

    Hey Laura, Good news, you can 100% remove an attachment from an estimate! Here's how: Navigate to the estimate in question Click the tri-dot (⋮) menu Select Edit Estimate Open the Attachment drop...

    • View comment
    • James Montgomery
    • May 06, 2026 15:44
    • Edited
    • 0 votes
    1. Community
    2. General Q&A
    3. completed items for signature

    Hey Michele,Thanks for reaching out!The form will continue to show as Open until all parties have signed. Once everyone has signed, the status will automatically update!In the meantime, you can man...

    • View comment
    • James Montgomery
    • May 04, 2026 16:41
    • 0 votes
    1. Community
    2. General Q&A
    3. Schedule Team Meetings on the Thryv Calendar

    Hey Danielle,Thanks for reaching out, and great question!Currently, there is not a way to schedule meetings that are unrelated to a client or account directly in Thryv.As a workaround, you can use ...

    • View comment
    • James Montgomery
    • May 04, 2026 16:12
    • 0 votes
    1. Community
    2. Payments
    3. Apple Pay

    Hey Katie!I'd love to assist, but could use a little more context first. Are you looking to accept payments via Apple Pay?If so, you'll want to make sure the appropriate settings are enabled under ...

    • View comment
    • James Montgomery
    • May 01, 2026 20:59
    • 0 votes
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