Support

Getting your CRM Account Set Up 10

• Setting up and Managing your Default Settings
• Can I customise my CRM account?
• Do you offer Help Desk Support in UK?
• Can my company logo be added to my CRM account?
• Can I import my contacts data myself?

See all 10 articles

Why change to our CRM? 4

• What does our CRM offer that I cannot get from Microsoft Outlook?
• Why change from Microsoft Excel Spreadsheets to our CRM?
• Designed specifically for small businesses taking into account affordability and easy to use
• We do not want a complicated system!

Add, re-name, expire and search CRM users 5

• How do I add a new user onto my CRM account?
• How to search for a list of CRM users
• Can I rename a user to another person? If so what happens to the previous users history and tasks?
• How do I expire a user and what notice to give?
• Manage your CRM users inside your account

Login Problems, new password 6

• I have forgotten my password or account url so I cannot login to my CRM account
• I cannot log into my CRM account why?
• I have requested to reset my login password but I have not received an email with my password - why?
• Can I change, reset or rename my current password?
• The https: is in red text with a cross through it on my CRM URL address - why?

See all 6 articles

Monthly Invoices and Payment Methods 8

• What payment methods do you accept?
• How do I view my invoices inside my CRM account?
• Problems accessing invoices
• Can you change the email address of who receives the Direct Debit notification email?
• The Direct Debit notification email amount is different to invoice attached, why?

See all 8 articles

CRM Training 1

• What CRM training programs do you offer?

User Security 9

• CRM Security Access and User Policy
• What security restrictions can the Key Account Manager request or set up?
• Key Account Holder - how to restrict a Basic Users access
• Start Up Tags - how to set up a default tag view of contacts for users
• Set up File Repository security access with permissions

See all 9 articles

Security Restrictions for CRM Users 7

• What security restrictions can the Key Account Manager request or set up?
• Can I set up different levels of access for different users?
• Tag based restrictions for users
• Set up Read-Only Access for Users
• Setting up security access restrictions for departments or locations within an organisation

See all 7 articles

Xero Integration 5

• Do you offer CRM integration with Xero?
• Can invoices from Xero be pulled into your CRM?
• Contact data from your CRM is not feeding over into Xero, why?
• Contact record in my CRM account is only sending 1st line of address into Xero and not the full address, why?
• Xero Support Desk contact details

Quick Books Integration 4

• Can you push contact details from your CRM up into Quick Books?
• Why are some of my CRM account contact details not pushing over to QuickBooks?
• Can invoices from QuickBooks be pulled back into your CRM?
• QuickBooks Support Desk contact details

Sage Integration 1

• CRM integration with Sage

Which web browsers should I use to access your CRM? 1

• What web browsers do you recommend for your CRM?

Bookmark your CRM or set shortcut login 9

• How to save your CRM account as a bookmark or auto load on your PC or Mac
• How do I bookmark my CRM account in Google Chrome?
• How do I bookmark your CRM in Firefox browser?
• How do I set your CRM to auto load in Firefox browser?
• How to set up our CRM to auto load in Safari browser?

See all 9 articles

Google Chrome, Firefox, Safari cache issues 19

• What browser should I use when using your CRM on a Windows PC?
• How do I set up your CRM as a desktop icon on my Windows PC?
• How to set up Google Chrome as default browser on my PC?
• Find out what version of Google Chrome you are using and how to update to the latest version?
• Clearing Cache in Google Chrome

See all 19 articles

Error Messages, System Running Slow etc 14

• The system is down, no-one can log into the CRM, why?
• My CRM system is running slowly...why?
• I am getting an error message in Chrome when trying to login saying 'Your connection is not private' - why?
• I am unable to open up a contact record, why?
• Error warning message when trying to upload an image inside a contact record.

See all 14 articles

Training and Event Management 1

• Customised CRM for Training and Events Management Businesses

Contractors, Builders and Trades 1

• Contractors, Builders and Trades CRM

Medical, Health and Beauty 1

• Customised CRM for businesses in the medical, health and beauty industries

Financial Sector 1

• Customised CRM for the Financial Sector

Recruitment Sector 1

• Customised CRM for the Recruitment Sector

SMS Messaging and Automated SMS Reminders 5

• How to send an SMS message to a contact?
• Can I send multiple SMS from different departments, names or numbers?
• SMS Messaging Automated Reminders and Promotions
• How to set up automated SMS appointment reminders
• SMS text reminders for Plumbers, electrician and tradesmen

SMS Marketing 8

• About SMS Marketing
• SMS Marketing staying on the right side of the law
• How to send out bulk SMS marketing
• Why choose bulk SMS marketing as a way to reach prospects and customers?
• Can I customise my SMS marketing messages?

See all 8 articles

e-Marketing Trigger Emails 2

• About Email Marketing Trigger Tag Emails
• How to send out birthday promotion or wishes to client on the day of their birthday?

Direct Mail and Mail Merge 5

• About the Mail Merge and Direct Mail feature
• About the Direct Mail Service - Letters and Postcards
• A4 Direct Mail Shots
• A5 Direct Mail Post Cards
• How can I track a direct mailing number of a mailshot received and returned?

Tracking to Measure Marketing Responses 1

• Call Tracking to Measure the Success of your Marketing Campaigns

Set-Up Events/Appointments 10

• Overview of the Calendar section
• How to set up and add an event or an appointment
• How do I create a new calendar?
• How to set up a recurring weekly appointment
• How do I send out a calendar event invitation or reminder email?

See all 10 articles

How to Set Up Calendar Event Reminders 6

• Tutorial Video - Calendar - Advanced Guide - recurring appointments and reminders
• Setting up calendar reminders and times for reminders
• How do I set up SMS calendar reminders
• How do I set up an on screen pop up reminder for a calendar event?
• Can I customise appointment invitations and reminders/confirmations with our company logo?

See all 6 articles

How to Manage Calendars - Hide, Share and Set Permissions 6

• How to set up read-only access to a calendar
• How to hide or restrict the view of calendars from other users?
• How do I hide a calendar from other users but share with only certain people?
• Publish CRM Calendars on a Website with URL Link
• If I remove a calendar from my CRM account will I still be able to see previous appointments for that calendar?

See all 6 articles

Search Calendar Events 1

• Can I search calendar events inside the calendar section?

Print off calendars and job sheets 3

• Can I print off CRM calendars?
• Can I print individual calendars for the relevant people?
• Can I set up and print off a daily job sheet?

Customised Booking Features 3

• Book appointments directly from a contacts record into the calendar and automate email and SMS reminders
• Online booking widget for Health and Beauty Sector
• Customised booking and reservation system

Calendar Synchronisation on Mobile, Tablet and Mac etc 8

• What calendars can I sync with my CRM account? Issue still with iPhone/iPad/Mac
• Sync your CRM account calendar with your Android mobile calendar
• View your CRM account calendar on an iPhone or iPad
• Set up Microsoft Outlook calendar 2-way sync with your CRM account
• See your Google Calendar inside your CRM Calendar

See all 8 articles

Give Read-Only Access to Calendars for Engineers/Cleaners etc 1

• Give URL Access to Calendars for Remote Staff

Calendar - Frequently Asked Questions 16

• How to change the colour of a calendar?
• Is there a cost for keeping an expired users calendar on our CRM account?
• How can I insert the name and address of a customer from a task into the calendar?
• Can I access my CRM account calendar on other devices?
• How do I change an appointment?

See all 16 articles

Calendar Troubleshooting 17

• Calendar events that I create and save are then not shown on the calendar - why?
• I created an all day event but I just see a coloured line - why?
• I cannot see all the calendars listed on the main Calendar page inside my CRM account, why?
• The options on the Calendar to Create Event, Manage Calendars etc are not displayed correctly, why?
• I cannot view my calendar in a different view - a message displays saying loading please wait, why?

See all 17 articles

Call Forwarding Service - e-Receptionist (IVR) 2

• What is the Auto-Receptionist (IVR) service?
• Can I use the Auto Receptionist (IVR) service on my existing phone line?

Virtual Receptionist Service 4

• What is the difference between your call answering and auto receptionist services?
• Call Answering Service - in association with Moneypenny
• Call answering service - in association with Armchairgroup.com
• Call Answering Service - in association with Bestreception.co.uk

Contacts 10

• How to add a contact to your CRM account database
• How to upload or change the image of a contact record
• Can I set contacts to default to List view rather than Grid view?
• How to set the Home tab as default for when recording contacts addresses and contact details
• Scroll between different addresses on contacts business card

See all 10 articles

View Contacts in Grid, List or Map View 7

• View contacts in List View
• What is the difference between contacts shown in Grid view and List view?
• Using Map View to see your contacts
• In List View how to select either the first 50 or first 100 contacts or all of the contacts?
• How to search tag group in Map View?

See all 7 articles

View Contacts in Organisation Mode or by Individual People 4

• View Contacts by Organisation Mode or Individual Person Mode
• Why use Organisation mode instead of People contact mode?
• How to add an organisation contact and then add individual people under that same organisation
• I cannot see contact in company mode with the other contacts but it shows in person mode, why?

Cloning Contacts 3

• What is the difference between merging contacts and cloning contacts?
• How to clone a contact
• If I clone a contact does that new contact have the same information such as History, Notes etc as the contact I cloned from?

Merging Duplicate Contacts 9

• How to merge duplicate contacts together?
• What search criteria is used to find and merge duplicate contacts together?
• If I merge two contacts together what happens to the Custom Fields, Notes, History and Tasks?
• Can you bulk merge contacts together?
• Why can I not see the merge button?

See all 9 articles

How do I associate multiple contacts to one company and record different locations? 3

• How to add multiple contacts to one business record?
• How do I associate multiple people to a company across different locations?
• How do I associate a contact person to multiple companies?

Deleting contacts, individually, in bulk, in error 9

• How do I delete a contact record?
• How do I delete contacts in bulk?
• How do I bulk delete contacts in a tag group?
• I have accidentally deleted a contact - how do I restore it?
• I cannot delete contacts but I am an Admin User with access to the Delete button, why?

See all 9 articles

Printing individual or list of contacts 4

• How to print out a list of contacts
• When I select the print button to print a list of my contacts I only get 1 page when I have more, why?
• How can I print off a list of a segment of my contacts?
• How to produce address labels from your CRM account contacts list

Uploading images or documents into a contact record 5

• Store Files inside a Contact Record
• How to add a different image to a contact?
• How do I remove an attachment from an email I forwarded into a contact?
• Issue with uploading a file inside a contact's record
• I have been trying to upload a file into a contact's records but still no file has uploaded - I'm using an iPad

Notes - How to add Notes to a contact record 3

• How to add Notes to a contact record?
• What is the difference between adding a History and adding a Note against a contact?
• Can I alter the size of text in notes to another size other than what is in the editing tools available?

View and Add History of Communication inside Contacts 8

• How to use the History section inside a contacts record
• How do I add or choose a History category inside a contacts record?
• Custom History Types
• Can I search for a document inside a contacts History?
• I added coloured text inside a History entry but this does not display when I look at the history section inside a contact record, why?

See all 8 articles

History - Open In, Move and Forward History Communication 1

• Managing History Activity - Forward History, Move History etc

Send SMS message from a contact record 1

• How do I send an SMS message to a contact?

Contacts FAQs 21

• Where is the best place to store an address for a contact?
• What does 'Click to make default contact type' button mean when I add a new contact to the database?
• What do the coloured numbered boxes against a contact mean?
• What is the Star Rating in contacts and how do I use this?
• I cannot open a file attachment within a contact record, why?

See all 21 articles

Contacts Troubleshooting 20

• I am unable to open up any of my contacts, why?
• I am unable to view all contacts or I cannot see the History inside a contact record - why?
• When I click on a website enquiry on the Dashboard and add information to the contact record and save, the contact details entered disappear, why?
• I am unable to open up any contacts on the contacts page in Grid View - why?
• Error message when trying to upload an image

See all 20 articles

Tidying up Data 2

• How to tidy up your data ready for importing into your CRM account
• How to tidy up existing data to re-import back into your CRM account

Tidying up Tags 2

• How to remove tags in bulk from contacts
• How to replace a tag with a new tag name

Tidying up Custom Fields 2

• How do I change the order of custom fields
• Can I change the format of a custom field?

Tidying up Tasks 1

• Bulk delete tasks

What are Custom Fields 1

• What are Custom Fields and how to set them up?

How to Set Up Custom Fields 11

• How to Add Custom Fields
• Top Tips for Setting up Custom Fields...Dos and Do Nots!
• How to set up a Custom Field as a Dropdown option?
• How to set up a Custom Field as a Checklist option?
• How to set up a Custom Field as a Date?

See all 11 articles

Custom Field Action Buttons 3

• Free Custom Field Action Buttons to Add to your CRM Account
• Book Appointment Button to Link to Calendar Booking
• How does the SPAM button work and what happens if I accidentally mark a contact as SPAM?

View Last Date Custom Fields Edited inside a Contact 1

• How do I know when custom fields inside a contact were last updated?

Custom Field FAQs and Troubleshooting 14

• Setting up custom fields to be associated with more than 1 tag group - guidance on this
• What happens to data contained in Custom Fields which is associated to a tag group if I remove that tag from a contact?
• Custom Fields tag association has reverted back to all contacts rather than a selected tag, why?
• Custom Field Dropdown is defaulting to top selection when I update another field, why?
• Why is a Checklist setup inside Custom Fields automatically selected when I click update? This option should be left blank!

See all 14 articles

Automated Work Flow 2

• Sale Pipeline Automation - Traffic Light Colour Coding
• Standard Workflow Automation Example

Auto Lead Allocation - Ideal for Sales Teams 1

• Automated Allocation of Sales Leads

Pop Up Scripts - Ideal for Call Centres and Sales Teams 1

• On Screen Pop Up Scripts

Custom Dashboard/Noticeboard 2

• Dashboard Notice Board Feature
• How to Edit the Customised Notice Board

E-signature Documentation 4

• Electronic Signature Document Automation
• Forward signed electronic documents into your CRM
• e-Signature Documentation and EU Law
• I have not received any emails for me to send back the e-signature documents – why?

Email Campaigns Linked to Web Forms 1

• Send targeted email campaigns with integrated web forms via your CRM account

Custom Reporting 2

• Examples of Custom Reporting
• Standard Reports inside your CRM account

Sales Report Layouts 3

• Basic Source Report example
• Call Activity report - ideal for call centres, help desk and telesales teams
• Setting up a customised sales pipeline report

Work activity report for billing multiple clients 1

• Work Activity Monthly report associated to multiple clients

Job/Event/Course Overview Report 3

• Overview Job tracking report
• Example overview of Courses or Events Dynamic Report
• Example overview of Job Dynamic Report

About the Dashboard 5

• What does the Dashboard show me?
• What is the Customise link on the Dashboard?
• How far back can I view my Dashboard activity?
• How to Export Dashboard Activity
• Change or add to the Dashboard layout

Dashboard Troubleshooting 12

• Why are emails that I am sending out not shown on the Dashboard?
• I sent an email to a contact but the email is not displaying on the Dashboard - why?
• Scroll bar stuck on recent activity on Dashboard?
• I have no scroll bar on my Dashboard so I cannot see much activity, why?
• Time issue on Dashboard displaying 1 hour behind.

See all 12 articles

Data Importing 16

• Data Import Video Guide
• How to import data from an Excel Spreadsheet?
• Where do I put in my tags on the data import template?
• See how you can set Tags as you import data
• How do I enter more than 1 tag group on my data import template?

See all 16 articles

Data Exporting 18

• How to export your contacts
• Can I export out a Tag group?
• Do I choose windows 1252 or UFT-8 option to import or export out data with excel spreadsheets?
• Can I export out more than one tag group of contacts at a time?
• Can I export out contacts to view date contact was created or last updated?

See all 18 articles

Customise your Data Export Template 2

• Can I change or customise my data export template and pull out specific columns only?
• Can I change the data export template layout just for a user, but the rest of the team have the full data export template layout to use?

Data Importing and Exporting Issues 20

• I imported data using the correct column headings but it did not import the contacts into my CRM database, why?
• Error message pop up box saying ‘Warning’ when trying to import data, why?
• Why are telephone/mobile numbers displayed differently?
• The zero is missing at the front of the telephone/mobile numbers on my Excel sheet how can I fix this before I import my data?
• I have imported my data but phone numbers, email addresses and address are not shown on the business card!

See all 20 articles

Importing and Exporting Custom Fields 10

• Can I import Custom Field headings and information without having set up Custom Fields inside my CRM account?
• How to populate Custom Fields on an Excel sheet to then import and automatically update?
• How to populate Custom Field ROWS with data when importing data from an Excel spreadsheet?
• Can I upload Custom Field data into rows with drop down menus, date and text fields?
• How to populate Custom Field drop down options on an Excel spreadsheet for importing?

See all 10 articles

Merge Data on Import to Avoid Duplicate Contacts 3

• If I import contacts into my account will the system automatically dedupe contacts for me?
• What criteria is used when deciding to merge duplicate contacts on a data import?
• Can I turn off the merge import feature to create duplicate contacts?

Data Import from Microsoft Outlook 2

• How to Import Data from Outlook Contacts
• How to export contacts from Outlook into a CSV file for importing into my CRM account

Data Cleansing 4

• Data Cleansing - Guidance for Re-Importing Existing Data
• How do I upload new data into existing contacts?
• If I re-import the same data with new tags will it merge them with the existing ones?
• If I re-import data with new tags will it over-write the exiting tags applied to my contacts?

Importing Contact Notes 1

• How can I add the same note to more than one contact at a time in bulk?

Data Security 1

• How safe is my data and where is it stored?

General Data Protection Regulation (GDPR) 3

• What is General Data Protection Regulation (GDPR)?
• Stay GDPR compliant in your CRM account
• Manage and Audit your contact data and marketing leads to be GDPR compliant

Automate Regular Copies of Data Back-ups 2

• Can I back up the History text data inside a contacts record?
• Custom backing up of data

Data Storage 4

• Is there a limit to the number of contacts I can store in your CRM account?
• How much disk or data storage does my account have?
• Does my account have a data storage allowance or do you charge extra for disk storage per month?
• Tips on how to keep your 10 Gigabyte of monthly data storage allowance down

MozyPro Back up PC or Mac Hard drive files 1

• Automatically back up you and your teams PC hardrive using MozyPro

All about Email Marketing 12

• Tutorial Video - e-Marketing Show Me Around Tour
• What is unique about e-Marketing?
• e-Marketing Permission Based Policy - Please Read
• What is the cost for using the e-Marketing service on top of my monthly subscription?
• What is the best browser to use when using the e-Marketing software?

See all 12 articles

Email Marketing Pricing 5

• How much does email marketing cost in UK Sterling £?
• How much does email marketing cost in Euros?
• How much does email marketing cost in $ Dollars?
• How much does email marketing cost in South African Rand?
• How do my monthly e-Marketing subscription charges work?

Email Marketing and the Law 4

• Email Marketing and Anti Spam Policy
• e-Marketing Regulations
• Beware of contacts obtained from 3rd party data lists - guidance from the Information Commissioners Office
• Purchasing data from a 3rd party data supplier - be aware

Create Professional Email Templates 34

• How to create email templates
• eMarketing How To Video - see how to insert images, URL links, email links and more
• Template Builder Software Guide
• New Campaign Email Software Guide
• What do the format options inside e-Marketing campaign editor allow me to do?

See all 34 articles

Adding an Unsubscribe Link 6

• What is the Unsubscribe Link and why is it ESSENTIAL to add it to every email template I create?
• How to add an Unsubscribe link
• How does the unsubscribe of emails work in e-Marketing?
• If someone has unsubscribed in the past from an email campaign - how can they now re-subscribe as they now wish to receive emails from us?
• What happens when someone unsubscribes from my email campaign - does it delete the contact record?

See all 6 articles

How to Create Hyperlinks 7

• What is the View Online link for and why should I add it to an email template?
• How to create a hyperlink to a web page?
• How to create hyper-links to a website from an image
• How to set up links to social media icons in my email campaign?
• How to create a hyperlink to an email address in my email template?

See all 7 articles

Attach a PDF to an Email Campaign 1

• Can I attach a PDF or image to my email campaign?

Set Up Auto Responder Emails 2

• What are e-Marketing Auto Responders and how to set these up?
• Automated Email Reminders

Troubleshooting and FAQ's 41

• I cannot change the font in my email template?
• The width of my email is narrow - how do I change this?
• How do I edit my email campaign? I cannot see an option called Edit.
• I have accidently over-typed an email campaign once saved can I get my original email back?
• How to edit an image size inside the image library so that it is inserted in the correct size into your email

See all 41 articles

Pre-Send Checklist 3

• Send Checklist
• How to select which contacts you want to send your email out to
• How do I send a test of my email campaign?

How to Send or Schedule an Email Campaign? 14

• How to Send your Email Campaign - Step by Step Instructions
• How do I Schedule an Email Campaign to go out?
• I have scheduled an email campaign to be sent, where do I see the emails that are queued?
• If I delete an email campaign that has emails scheduled to be sent what happens? Will these emails still be sent?
• How do I cancel an email campaign that has been scheduled to go out?

See all 14 articles

Use Trigger Tags to Automate Emails 2

• What are trigger Tag email campaigns and how to set them up?
• Trigger Tags associated to an email are not working why?

Troubleshooting and FAQ's 25

• Too many new recipients error message when I try and send out an email campaign
• Why is the subject line of my email blank?
• I sent myself a test email campaign and forwarded the email to my colleague but the format is not displaying correctly, why?
• I cannot send a test email!
• Why does my senders email address display support@ when I have entered an email address?

See all 25 articles

Email Marketing Reporting 33

• Can I see reporting features in e-Marketing?
• Where can I find a report of my email campaign?
• Understanding the results of my email campaign
• Can I print off e-Marketing reports?
• Why do emails bounce or get blocked in the e-Marketing service?

See all 33 articles

Improve Email Deliverability and Spam Complaints 13

• Best practices for preventing email being blocked by spam filters
• Authenticating senders email address, SPF, DKIM and DMARC to improve email deliverability,
• Does the content of my email campaign have an impact on the deliverability?
• Use Email Testing - See How your Email Scores to Help with Email Deliverability
• Spam Filters and Whitelisting your email address as a trusted source

See all 13 articles

Troubleshooting and FAQ's 12

• I sent an email campaign out to a tag group with 800 contacts - why has the email only be sent to 715 contacts?
• Why was my email campaign marked as 'spam pre-blocked'?
• High percentage of emails going into spam? Check your domains IP address is not blacklisted
• Why does email go into spam in my Outlook account and what can I do?
• Why does email go into spam in my Hotmail account and what can I do?

See all 12 articles

About the e-Signature Service 1

• About the e-Signature Feature

How to use the e-Signature Feature 0

e-Signature FAQ's and Troubleshooting 0

File Repository 7

• About the Files section inside your CRM account
• How do I upload files into the Files repository?
• What type of files can I upload into the File Repository?
• How can I view or preview files inside file repository?
• What is the file capacity allowance for the File Repository?

See all 7 articles

Set Up Folders and Sub-Folders 2

• How to set up file sub folders within folders?
• How do I rename a file?

How to Remove Files and Folders 2

• How to remove a file from the File Repository
• How to remove a folder?

How to Download Files 1

• How to download files from the File Repository

Editing Files to Automatically Update inside the File Repository 3

• What types of file formats can I edit in the File Repository?
• How do I edit files in the file repository?
• Can I update files inside my CRM account?

Attach Files and Create URL Links to Files 4

• Send emails with file attachments straight from a contact record
• Can I attach my files from the file repository onto an email in my CRM account?
• How to create a URL hyperlink to a file inside the Files repository
• How to create URL links to Word and Excel documents inside the File Repository

File Permissions and Security 1

• Specify permissions on the File Manager

Sync Files with WebDav using Windows 4

• Sync Files on your PC with Files inside your CRM Account
• How to set up file sync with WebDav on Windows PC
• Can I drag and drop folders as well as files into the file repository inside my account?
• WebDav File Sync with Windows FAQs

Drag and Drop Files into History of contact record 1

• Ability to drag and drop files from desktop into the History section of a contact

Files Troubleshooting 4

• I cannot attach a file from the File Repository to an email. Getting error messages trying to access files!
• I am unable to open files in the file repository, why?
• I have added images to my e-Marketing library why can I not see these inside the Files section?
• How to view or download a file inside the Files section using an iPad or iPhone

e-Signature Documentation and EU Law 1

• e-Signature Documentation and EU Law

Store Zoom Meeting Recordings 1

• Upload Zoom Meeting Recordings into the CRM

Create Forms for use with your CRM 1

• Create Forms inside your CRM

Use Forms while out and about online and offline 1

• Use Forms on a Mobile or Tablet Offline and Online

Manage website enquiries with your CRM 2

• Auto Feed Web Form Enquiries into your CRM
• Automate acknowledgement emails to people who make a website enquiry

Survey Forms 1

• Send out Surveys from your CRM account

Integrating Email Clients - Outlook, Gmail, Hotmail etc with the CRM system 14

• Can I send emails via my email client i.e. Outlook, Gmail etc inside my account?
• Can I send email to my contacts - via my email client but have a copy of the email go into my CRM account?
• Setting up Outlook as my default mailto: email client
• How do I link my Hotmail (Windows Live Mail) into my CRM account?
• How do I set my Yahoo email as the default email client in my CRM account?

See all 14 articles

How to Send an Email to a Client by Integrating your Email Client 9

• How to send out an email via contact record using your email client such as Outlook, Gmail etc
• I have more than 1 email address that I send emails from, how do I link this to my user profile?
• Email sent to a contact has not copied across into the contacts record inside the History, why?
• Sending email to our email drop box address is not landing inside the contacts record, why?
• I have sent out emails via the CRM to my contacts today but they are not landing inside the contacts history, why?

See all 9 articles

Forwarding Emails into your CRM Account Individually or Automatically 9

• Using the email dropbox address when sending emails or forwarding emails into the CRM system
• How to forward an email into a specific contact record?
• Auto feed all email directly into your CRM account and set up an optional spam filter
• Automatically send emails from known contacts into your CRM
• Can I send an email to multiple email addresses and have them forwarded into my CRM account?

See all 9 articles

Stop Spam Emails Forwarding into CRM Account 1

• How to mark emails sent into your CRM account as SPAM so they are not forwarded into the CRM system again?

Email Integration FAQs 5

• If I send an email via my email client such as Outlook why does the Bcc: field not automatically populate with my CRM account drop box address?
• All my emails automatically forward into my CRM dropbox address but some emails received from contacts do not appear inside the CRM system why?
• How to see if an email was sent out using my email client, i.e. Outlook or via the internal pop up email service?
• Can I set up an automatic forward into my dropbox for emails I send out so that they are copied across into my CRM account?
• Can I have a copy of all outgoing emails sent via my CRM account to go to my email address?

Email Integration Troubleshooting 15

• My Gmail Email client has reverted back to Outlook when trying to send emails
• Every time I click on a contacts email address a pop up email comes up instead of my email client why?
• Emails sent to our unique dropbox address to land inside the CRM are bouncing back as undelivered, why?
• Why has an email I forwarded into my CRM account landed inside my own contact record and not the persons record it should be stored in?
• Why are messages to our email dropbox taking so long to land inside the CRM system?

See all 15 articles

How to use the Internal Pop up Email Service 2

• How to use the Internal Pop Up Email Service inside your CRM account
• How to set up a customised signature template and a generic signature template to then insert into a pop up email

Internal Pop up Email Service FAQs 1

• Common FAQ's for the Internal Pop Up Email System

Internal Pop Up Email Troubleshooting Issues 12

• Email sent out via the pop up email service has not recorded inside the History or on the Dashboard, why?
• Internal email template with attachment has not sent - no copy in history of contact - why?
• The mail merge features are not working inside the pop up email why?
• Emails I sent which I know have been opened are still shown as 'SENT' why?
• Emails sent which are marked as 'SENT' have not been received by my contact why?

See all 12 articles

iPhone and iPad 18

• How to access your CRM account via iPhone or iPad?
• How do I access the full CRM version on my iPhone?
• What version of IOS do you have for iPhone and iPad?
• Download Google Chrome Browser for iPad or iPhone
• How to make Google Chrome the Default Browser on my iPad?

See all 18 articles

Issues with using CRM on a Mac Book 6

• Problems using CRM account on a Mac, why?
• Using a Mac - I cannot see the scroll bar in custom field drop down menus
• My login details are not saving when trying to login on a Mac computer, why?
• Using Mac with Yosemite OSX operating system and I am unable to use the CRM to send emails direct to contacts!
• There is no scroll bar inside contacts record to view History - using a Mac Book Pro

See all 6 articles

iPhone or iPad issues 13

• I cannot login to my account on my iPad but can on my iPhone and PC, why?
• Unable to access my CRM account on my iPhone 6S why?
• Upgraded iOS 7 on iPhone problems now with clicking on phone number to dial
• iPad will not play my call recording or voicemail message which are in .wav file format, why?
• My CRM on an iPad 3 is running very very slow, why?

See all 13 articles

Mobile Version of our CRM 3

• Can I access my CRM account on a mobile phone or tablet?
• Is the mobile version of your CRM the same as the PC, Mac or Tablet version?
• When viewing my email campaign on my mobile I cannot see any images only see links, why?

Smart Phones and Other Android Tablets 2

• How do I access my CRM account on my Blackberry?
• How can I get a full screen view of my account on my Netbook?

Calendar and Contact Synchronisation 4

• How to sync your CRM contacts with your iPhone contacts
• View your CRM Calendar on your iPhone or iPad
• Sync your CRM calendar with your Android mobile calendar
• How to display your CRM Calendar on Samsung Galaxy tablet and how to see Samsung calendar?

All about 360 Degree Project Management CRM 1

• 360 Degree Project Management - Cleaner, Client and Job - Cleaning Industry Sector

Common issues reported using Project Management 360 Degree 1

• Not all projects that have candidates listed are linking correctly into the candidates profile, why?

Monthly CRM User Pricing Overview 4

• CRM User Monthly Subscription - Sterling £
• CRM Monthly Subscription - Dollars $
• CRM Monthly Subscription - Euros €
• CRM User Monthly Subscription - South African Rand

Email Marketing Pricing 4

• Email Marketing Pricing in £ Pounds Sterling
• How much does email marketing cost in Euros €?
• How much does email marketing cost in US Dollars $ ?
• How much does email marketing cost in South African Rand?

SMS Messaging Pricing 3

• SMS Messaging Pricing
• Pricing - Sending Bulk SMS Marketing or Reminders
• SMS Ad-Hoc Messaging Cost

Direct Mail Pricing 1

• Direct Mail Service

VoIP Phone Line Pricing Overview 2

• VoIP Monthly Line Charge, Call Bond, Call Tariffs and more
• IVR (Auto Receptionist) Service

VoIP Phone Handsets and Headset Pricing 1

• VoIP Phone Equipment Pricing

Website Form Integration Pricing 1

• Auto Feed Web Forms directly into your CRM account

Additional Data Storage Pricing 1

• Pricing for Extended File Storage

VAT 1

• Do I have to pay VAT outside of UK?

Automate Work Flow Processes 3

• Automate Workflow Processes
• Examples of Custom Fields for tracking sales and orders
• Can I set up an automatic allocation of leads/contacts to my sales team?

Pop up Scripts 1

• Bepoke on-screen pop up scripts ideal for Call Centres and Sales Teams

Automated Sales Lead allocation to sales team 1

• Filter out sales leads and allocate to sales team automatically

Different Ways to Search Contacts 7

• How to search contacts inside the CRM database?
• How to search on Tags and Custom Fields together?
• Search contacts by Address or Postcode
• Search Custom Fields and Bulk Tag the results
• Search contacts by Star Rating

See all 7 articles

How to Search by Tags 2

• Different ways to search a contact by tag
• How can I search on contacts without a Tag?

How to Search on Custom Fields 5

• How to search on Custom Fields?
• Search Custom Fields and Bulk Tag Contacts
• Can I export out a custom field search?
• Custom Field Search History Button - how to use this to search History
• How to search custom field date ranges

Search by History, Calendar or Emarketing 1

• Search Filtering in History, Tasks and Email Marketing

About SMS Marketing 3

• About SMS Marketing inside your CRM account.
• SMS Marketing and the Law
• SMS Marketing Pricing

How to Send an SMS Message 2

• How to send out an SMS message to a contact
• How to send out Bulk SMS messaging

SMS Message Automation 2

• Automate SMS reminders and promotions
• Create customised automated SMS messages

SMS FAQs 15

• How can I make sure an SMS message is sent from my own number or company name?
• How can I check what SMS charges have been applied to my account?
• Do I get charged if my SMS shows as Failed?
• If people reply to the SMS message where does it go to?
• Do I need a VoIP line in order to be able to send out SMS messages?

See all 15 articles

SMS Troubleshooting 9

• I sent an SMS message but it is shown as Queued why has it not been sent yet?
• Why does an SMS message sent show on the Dashboard as (DELIVERED - 2) Why is there a 2?
• SMS Automated Reminder not received, why?
• I have sent an SMS out via the system - why has it not been sent - it is shown as RECEIVED?
• SMS text message delivery error message queued then display error: (SMSCR-26), why?

See all 9 articles

Outlook Calendar Sync 2

• How to sync Microsoft Outlook Calendar (desktop version only) with your CRM calendar
• Can I sync my Outlook calendar using Microsoft Outlook Exchange with my CRM calendar?

Google Calendar Sync 2

• View your Google calendar inside your CRM account
• Google Calendar Sync FAQs and Troubleshooting

Mac Calendar Sync 1

• View your Mac Calendar inside your CRM Account

Windows Live/Hotmail Calendar Sync 1

• View your Windows Live/Hotmail Calendar inside your account

Outlook Calendar Sync - FAQs 3

• What versions of Outlook are compatible to sync calendars in my CRM account?
• Outlook Calendar Sync Troubleshooting
• Outlook Calendar Sync FAQs

Mobile Sync 5

• How to export your iPhone contacts out into Excel CSV file format to then import into your CRM account
• How to sync your contacts with your iPhone
• How to sync your contacts with Android mobile
• How to sync your CRM calendar with your calendar on an Android mobile phone for 2-way sync
• View your CRM Calendar on your iPhone or iPad

Mobile Sync Troubleshooting and FAQs 6

• What happens if I do not set up a sync tag inside the SyncML settings?
• I have removed my sync tag from my CRM contacts and now they are not shown on my iPhone/Android mobile why?
• I have added the sync tag back to my contacts who were previously synced to my iPhone/Android mobile but now they are not shown on my mobile why?
• Contacts in my CRM account are not synced over to my iPhone contacts why?
• What happens to contacts in my CRM that are already contacts on my iPhone if I do the iPhone contacts sync?

See all 6 articles

Outlook Contacts Sync 3

• Outlook contacts sync with your contacts inside my CRM account
• How do I find out what version of Outlook I use?
• Outlook contacts sync FAQ's

Outlook Contacts Sync Troubleshooting 3

• Outlook contacts sync error message when I select a contact folder
• Outlook contacts - what happens if I have not set up a sync tag?
• Outlook sync test successful but no contacts between Outlook and the CRM are syncing across why?

How to Set Up Tags 10

• What are Tags - How to Set Up, Search and Segment Contacts using Tags
• Examples of Tag or Category groupings
• What are Contacts Start Up Tags and how do I set these up?
• What is the difference between a Global Tag and an Adhoc Tag?
• How to remove Global Tags from inside the Settings so they do not appear at all?

See all 10 articles

How to Search by Tags 5

• How to use Tag searching
• How to use Tag searching and why are some tag names in larger font?
• How do I find contacts that have not been tagged in my account?
• How do I search contacts but exclude a tag(s) group?
• I need to search on a tag group but exclude a tag within that tag group, how do I do this?

How to Add or Remove Tags 9

• How to apply a tag to a single contact record?
• How to remove a tag from a single contact record?
• Tagging contacts individually and in bulk
• How to add a tag to contacts in bulk?
• How to remove a tag in bulk

See all 9 articles

Tags FAQs 6

• Why can I not see my tags in the tag search box?
• I deleted a tag from the global tags box - but it is still shown when I use the tag search filter why?
• Tag search problems - it is displaying a blank box or it just locks up, why?
• Can I set up automatic Tag(s) to be added to a new contact that is created manually in my account?
• I have removed a tag from a company, however individual people at the company are still tagged with the tag I no longer need - why?

See all 6 articles

Task Management 6

• Tutorial Video - Guide to Using Tasks
• Creating Tasks and Associating Tasks with Contacts
• Setting up Task Folders
• Automated Tasks and Task Reminder Emails
• Can I add Tasks to my Calendar and set up a Pop Up Reminder?

See all 6 articles

Viewing Other Users Tasks, Assigning and Reassigning Tasks 3

• View other peoples tasks
• Assigning tasks to others
• Can I reassign a task that was assigned to me, over to another user?

Using Shared Task Folders 3

• Add Shared Task folders to track and monitor tasks to completion
• Can I view ALL Shared Task Folders if I am an Admin User?
• I can see ALL task folders but other CRM users can only see certain ones, why?

Task Restriction 1

• Make Tasks Read-Only

Task Email Reminders 4

• When do I receive a task email reminder and what does this email look like?
• How can I switch the email task reminders on or off?
• Why are task reminder emails shown on the Dashboard?
• Why am I not receiving task emails to remind me or update me on tasks?

Tasks - FAQs and Troubleshooting 20

• Why are some tasks different colours?
• Can you sort tasks by date and time?
• How do I delete an individual task?
• Can I restore a task if it is deleted?
• If a deleted contact is restored, are the tasks associated with the contact restored as well?

See all 20 articles

Tracking Trade Jobs, Installations, Snags and Maintenance 2

• Basic Tracking of Jobs and Snags - Decking Installation
• Basic Tracking of Jobs - Plumbing and Heating

Tracking MOT's, Deliveries,Removals 1

• MOT Tracking

Event Management Tracking 1

• Basic Tracking of Events

Course and Training Tracking 1

• Basic Tracking examples for courses and training events

CRM integrated VoIP - Features and Pricing 2

• About CRM VoIP including Pricing
• How to add a VoIP Phone line onto your account

Porting In or Porting Out Telephone/VoIP Numbers 5

• Can I port IN my existing phone number?
• Can I port OUT my existing VoIP phone number to another VoIP provider?
• Why can I not port over my phone line from VoIPfone?
• Can I port over a Danish number into my CRM account?
• Can I port in a Skype phone number to your VoIP platform?

Available Local Area Numbers and National, Premium Numbers 7

• Local Geographic VoIP Line Numbers
• Do you provide 0845 numbers in the UK and if so how much do they cost?
• Do you provide 03 numbers for UK customers?
• Do you provide 0800 numbers in the UK and if so what are the call charges?
• Important changes in law for use of Premium Numbers in EU countries

See all 7 articles

Conference Lines 2

• What is a conference line, how much does it cost to set one up?
• What is a conference line and can I use conference calling from my Gigaset handset?

Mobile VoIP 2

• Can I port in my mobile number?
• Mobile call recording and storing mobile calls inside your CRM account.

System Requirements and Pre-VoIP Checks 6

• VoIP System Requirements, Routers and Broadband Speed
• How to check my current broadband connection is suitable for VoIP
• Pre VoIP Checklist to follow if you would like to add a VoIP line to your CRM
• Can you recommend different VoIP phone equipment depending on size of my business?
• Public IP address for VoIP Dynamic or Static

See all 6 articles

VoIP Phone Set Up User Guide 1

• VoIP Set Up User Guide

Guide to Adding a New VoIP Line onto your Existing System 5

• How do I add a new VoIP line onto my CRM account?
• Quick Video Tutorial - Manage your new VoIP phone line inside your CRM account
• Guide to adding a new VoIP line number to your current VoIP set up
• Can I use my existing VoIP phones and phone lines with the CRM system?
• Outgoing calls I make are shown as another users profile on the Dashboard and not my own - why?

Phone Line Configuration 19

• How many phone lines do I need to set up?
• What is the difference between a physical extension line and a virtual extension line?
• Ring options - Ring Group or Hunt Group configurations
• What is a Call Queue option?
• IVR (Auto Receptionist) Option

See all 19 articles

Phone Line Configuration Issues 8

• Hunt Group Line Issues
• Ring Group Line Issues
• Calls we dial internally or externally or calls we receive are not instantly connecting - the caller is not there or we cannot hear them when we pick up the phone, why?
• Phone Line Configuration Issues - When 2 VoIP Lines are Registered onto 1 Phone
• Incoming Calls Received on only 1 Phone but not other Phones, why

See all 8 articles

Click2Call 4

• How do I set up Click2Call on my VoIP line?
• How do I use click2call to make an outgoing call?
• Custom Set up - Click2Call for more than one line against a user
• I use different phone lines in different locations - how can I use Click2Call?

On-Screen Call Pop Up 2

• About the Call Pop Up Alert Feature
• Call Pick Up Feature - Answer a colleagues call and see the caller ID pop up on your screen

Voicemail - Set Up, Playback. SMS and Email Alerts 6

• How do I record a voicemail message on my new VoIP line?
• How do I play back my voicemail messages on my phone?
• How to divert my VoIP line to voicemail and playback messages on my VoIP phone line
• How do I shorten down the number of rings before my line goes to voicemail?
• How to set up voicemail alerts to my email address?

See all 6 articles

Call Forwarding and Diverting 8

• What are the costs to divert my VoIP line?
• How to divert my VoIP line to a landline/mobile/extension line/voicemail?
• FAQ on Call Diverting/Forwarding - missed calls, call routing etc
• Issues with call diverting/forwarding
• Why when I call my VoIP line that is on divert to another line do I hear 'the person at extension xxx is unavailable' ?

See all 8 articles

Call Recording 10

• How do I set up call recording on my VoIP line?
• Do I need to inform customers we are recording their calls?
• Information about PCI Compliance for when taking payments over the phone
• Mute or pause call recording when taking card payment via phone to be PCI Compliant
• What format are call records stored in and how long are they stored in my CRM account?

See all 10 articles

Call Reporting 3

• What Call Tracking and Call Reporting do you offer?
• How do I view weekly call volume and duration on a line and call costs?
• Can I export out monthly call records?

Customised Call Reporting 3

• Telesales, Help desk, Call Centre Custom report example
• Overview Call Report that includes total cost of calls and call duration.
• Create a Digiboard to show the daily call stats of the telesales team in real-time

Live Call Listening 1

• Live Call Listening

Click2Call Issues and Troubleshooting 6

• Click2Call is not working - all lines are engaged on outgoing calls - why?
• Click2Call ringing another phone and not my own phone!
• I cannot get click2call to work on my softphone but can dial on the keypad, why?
• When I dial my colleague on her VoIP line it displays another persons name why?
• Using Click2Call with a headset plugged into a desk phone

See all 6 articles

Voicemail FAQs and Troubleshooting 12

• How to remove a temporary/busy/mailbox voicemail message on my VoIP line?
• Is it possible to send an SMS message to a clients phone to say 'X Company called you'?
• I get an error message 'Login incorrect' when trying to access my voicemail box
• I am unable to play back my voicemail messages using Firefox browser, why?
• My phone line is continuing to ring and ring without going to voicemail

See all 12 articles

Call Pop Up FAQs and Troubleshooting 4

• How the call pop up alert works with a hunt group ring setting
• Why do some incoming calls not pop up on my screen?
• I rang my VoIP line but I did not see my call pop up alert displayed on screen - why?
• When my VoIP line is diverted why does the call pop up alert feature not work on my screen?

Spam Calls - How to Avoid your VoIP Line from being Flagged as Spam 1

• What can I do about my phone number being flagged as 'Spam Caller' ? on mobile phones?

Router Set Up and Issues 13

• VoIP System Requirements, Routers and Broadband Speed
• What Routers are compatible or incompatible with VoIP?
• Quality of Service (QoS) and why this is a must if using VoIP
• Common Router Issues
• Connected up new router - now all phones are displaying error message 'Error main IP account configuration' - why?

See all 13 articles

Broadband Set Up and Issues 8

• How to test your broadband to see if it is OK for VoIP?
• Broadband issues - causes and troubleshooting
• What can I do to get even faster upload speeds and bandwidth with my current broadband ADSL package?
• Broadband - Intermittent connection
• Search broadband providers for VoIP quality - in a particular postcode?

See all 8 articles

Call Quality Issues 3

• Call Quality issues - common reasons and checklist
• Issues with call quality on internal transfers to extension numbers
• I can make and receive calls but neither party can hear each other on the phone?

Problems Outgoing Calls 14

• Outgoing Call Quality Issues - line breaks up / fades in and out / bad sound / calls cutting off - troubleshooting
• Error message on phone 'No IP Connection' I cannot make outgoing calls but can receive incoming calls
• Trying to dial an international number but I am asked for a pin?
• I cannot make outgoing calls on my VoIP line but I can receive incoming calls, why?
• Hearing 'All Circuits are Busy' message when making an outbound call?

See all 14 articles

Problems Incoming Calls 6

• Incoming calls are only ringing some phones and not others, why?
• I cannot receive incoming calls but I can make outgoing calls, why?
• Incoming calls from mobiles are answered and then transferred to colleagues but the caller is getting an SMS saying missed call why?
• I can receive incoming calls on my VoIP line but when I dial out I am calling from a different line to my VoIP line why?
• Incoming calls are going straight to voicemail why?

See all 6 articles

VoIP Troubleshooting 17

• VOIP Error Checklist
• Error Message ‘Registration at Provider Failed’
• Phone displaying error message 'No network connection'
• VoIP Phone Line Summary Status - Online or Offline
• Having problems connecting my VoIP phone to internet - we need you to do a DOS Command Prompt Ping to IP Address

See all 17 articles

VoIP and VPN (Virtual Private Network) Security 1

• VoIP and VPN (Virtual Private Network) Security

In a Serviced Office i.e. Regus, Basepoint etc 3

• Moving to a serviced office how do I connect my VoIP line?
• I cannot make outgoing calls from my VoIP line in the serviced office I use, why?
• Calls outgoing and incoming keep cutting out based in a serviced office, why?

Different Sized Businesses 2

• Can you recommend different VoIP set ups depending on size of my business?
• Using Gigaset Dect Phone set up for Micro-Businesses

Moving Offices 4

• Setting up or moving office what do I need to run VoIP?
• I am planning to move office with my VoIP lines using a new broadband connection - will this affect my existing phones?
• VoIP Pre Setup Checklist
• Using the same VoIP Line in the office and at home - user guidance

At Home or Abroad 5

• Can I use my VoIP line and Portable Dect handset abroad?
• Using the same VoIP line at home and in the office - user guidance
• Can staff work from home and use a VoIP line?
• How to disable a VoIP line so that a remote or home worker no longer has access?
• If I take my UK VoIP Line and Gigaset Phone with me to Spain will the call quality and cost be the same?

Yealink Desk Phones 2

• Yealink Range of Desk Phones
• Can I have a mix of Yealink Desk Phones and Cordless Yealink Dect Phones?

Yealink Desk Phones FAQs and Troubleshooting 24

• Yealink quick start user guide
• Setting up Yealink Desk Phone
• How to find the IP address on a Yealink Desk Phone
• How to access the web interface on a Yealink desk phone
• How to register a VoIP phone line onto a Yealink desk phone

See all 24 articles

Polycom Desk Phones 1

• Range of Polycom Desk Phones

Gigaset Maxwell Desk Phone 1

• Maxwell Gigaset Desk Phones

Unidata VoIP Wireless Phone 1

• How to set up your Unidata VoIP Wireless Phone with a CRM account VoIP line.

Cisco Desk Phones FAQs - please note we do not provide support for Cisco phones 27

• Cisco SPA50X SIP Phones User Guide
• How to set up a VoIP line onto a Cisco desk phone
• Setting up Power over Ethernet (PoE) with a Cisco Desk Phone
• Setting up Cisco phone with power adapter
• How to find the IP address on a Cisco phone?

See all 27 articles

Polycom Desk Phones FAQs 7

• How to find the IP address on your Polycom Desk Phone
• Quick User Guide Manual for Polycom VoIP Desk Phone models 320 and 321
• How to access the web utility interface on your Polycom Desk Phone
• User Manual for Polycom SoundPoint 32x/33x Phones
• How to configure a VoIP line onto a Polycom Desk Phone

See all 7 articles

Gigaset Desk FAQs - these phones are now discontinued 59

• What headset can I use with the Gigaset DESK Phone?
• The display on my Gigaset Desk Phone is blank and I cannot receive calls why?
• How do I Access my Voicemail Messages from a Gigaset DESK Phone?
• How to Connect a New Gigaset Desk phone and Configure a VoIP Line to the Phone
• Gigaset Desk phone error message - No Network Connection

See all 59 articles

MPOW Cordless Bluetooth Headset 1

• Using a MPOW cordless bluetooth headset

Yealink Cordless Dect Phones 5

• Yealink W53P Cordless DECT Phone and W60B Base Station
• Yealink W53H Cordless DECT Phone Handset ONLY
• Yealink W56H Cordless DECT Phone Only
• Extend the range of a Yealink cordless DECT phone with a Repeater
• Can I have a mix of Yealink Desk Phones and Cordless Yealink Dect Phones?

How to set up a Yealink DECT phone and Base Station 5

• How to set up a Yealink DECT Phone and Base Station
• How to register a Yealink cordless Dect phone to a Yealink Base Station
• How to Register a Phone Line onto a Yealink Base Station
• How to find the IP address on a Yealink cordless phone
• How to login to the Yealink web interface

Yealink Dect Phones - Troubleshooting 3

• Line forbidden message displayed on Yealink Dect phone
• How to do a Pcap Trace for a Yealink phone
• My Yealink Dect Phone keeps beeping continually, how do I stop this?

How to use the Dialler for outbound calls 1

• How to use the Dialler system for outbound calls

Managing your VoIP line with the Dialler 0

What headset can I use with the Dialler system 2

• Headsets to use with the Dialler system
• My headset is not working with the Dialler system

VoIP Dialler Troubleshooting 7

• I cannot use the Dialler to make outgoing calls
• I hear no audio on the Dialler - I cannot hear people on the other end of the call
• My headset is not working with the Dialler system
• Click2Call using the Dialler is no longer working, why?
• Troubleshooting FAQs for Dialler System

See all 7 articles

VoIP Softphone - on PC or MAC 11

• What is a Softphone?
• What Softphones do you recommend with a VoIP phone line?
• Recommended headsets when using a Softphone
• How to set up your VoIP line to run on X-Lite Softphone for Windows?
• How to set up your VoIP line on X-Lite Softphone for Mac users only

See all 11 articles

VoIP Softphone - on Smart Phones and Tablets 2

• How to set up X-Lite Softphone on a Smart Phone or Tablet
• I cannot find a solution for X-Lite on Smart Phones or Tablet issues - what can I do?

X-Lite Softphone issues - Troubleshooting 8

• X-Lite softphone user guide
• I cannot connect calls on my X-Lite softphone, why?
• Getting a 408 error from X-Lite when setting up on Mac
• Softphone X-Lite registration error - 408 timed out message
• Trying to set up X-Lite on my Mac version 10.6.8 not working - why?

See all 8 articles

Range of Gigaset Dect Phones, Headsets and Base Stations 6

• Range of Cordless Dect Phones
• About the N300 IP Base Station
• What is the warranty period on phone equipment purchased?
• About the N510 IP Pro Base Station
• Using DECT phones and DESK phones together in an office

See all 6 articles

Discontinued Gigaset Dect Phones 5

• OLD STOCK - All about Gigaset C610 DECT portable phone
• OLD STOCK - All about Gigaset C430H DECT portable phone
• OLD STOCK - Gigaset SL400H DECT portable phone
• OLD STOCK - Gigaset E49H DECT portable phone
• OLD STOCK - All about Gigaset S510H DECT portable phone

Discontinued Yealink Desk Phones 1

• Discontinued Yealink Desk Phones

Set Up Gigaset Dect Phone and Base Station 12

• How to register a Gigaset Dect phone to a Gigaset Base Station
• How do I login to the Base Station web interface?
• I have registered my Phone to my N300 Base Station but my VoIP line is still shown as Offline and I cannot make or receive calls, why?
• How do I Alter which Phone Rings when Incoming Calls are Received on a DECT phone
• My Click2Call is not working with my dect phone why?

See all 12 articles

Discontinued Gigaset Desk Phones 4

• OLD STOCK - All about the Gigaset DE310 DESK Phone
• OLD STOCK - All about Gigaset DE410 DESK phone
• OLD STOCK - All about the Gigaset DE700 DESK phone
• OLD STOCK - All about the Gigaset DE900 DESK phone

Using a Gigaset Cordless Dect Phone 9

• How to transfer, hold or retrieve calls on a Dect Phone
• I am using a Gigaset Dect C430 phone and I am unable to put a caller on hold using the 0 key why?
• How do I access my voicemail messages from my Gigaset Dect phone?
• How to make a conference call from a Gigaset Dect phone?
• How Do I Change the Name Displayed on my Gigaset DECT Phone?

See all 9 articles

Remote Configuration of Gigaset Dect Phone and Base Station 10

• Expand your Gigaset Dect VoIP set up to increase volume of incoming and outgoing calls
• How to Register a New VoIP Line onto a Gigaset Base Station and Dect Phone
• How to Pair up a Gigaset Dect Handset with a Gigaset Base Station
• Registering a New Gigaset DECT Phone to an Existing N300 or N510 Base Station
• Using Gigaset Dect Phones and Gigaset Desk Phones Together - User Guidance

See all 10 articles

Gigaset - De-activating Dect Phones, Base Stations and VoIP Lines 3

• How to remove a VoIP line from a Base Station
• How to move VoIP lines over from one Base Station to another Base Station?
• How to disable a VoIP line from a phone or softphone for remote or home workers?

Gigaset Dect Line Capacity issues - number of calls receiving in or making out 10

• Small/Micro Business VoIP set up suggestion as the business grows using Dect Phones and Base Units
• Line capacity issues - only allows 2 calls through, why?
• If 3 people are on the phone, no other calls can be made, using Gigaset N300 Base Station
• If 2 users with VoIP phone extensions are on the phone and another user rings in on their extension, no one can pick that call up from another extension, why?
• If all 3 users with phone lines are on the phone, no other incoming calls can get through, and no outgoing calls can be made - why?

See all 10 articles

Gigaset Phone FAQ's 21

• My Gigaset Dect phone has an error message 'Registration at Provider Failed' why ?
• I cannot make outgoing calls on my VoIP line why? I am using a DECT Phone and Base Unit
• I can receive calls OK on my VoIP line but I cannot make any outbound calls why? Using a Gigaset Dect phone
• I cannot pick up an incoming call on my Dect phone, why?
• My Dect phone is flashing Base what does this mean?

See all 21 articles

Auto Feed Website Forms into the CRM 2

• Auto Feed Website Forms into your CRM account
• Custom Designed Web Form Service

Auto Feed Ecommerce Widgets i.e Shopify etc 2

• Auto feed Shopify orders from my website into CRM account
• None of my online orders are being fed via Shopify into my CRM account why?

Auto Feed in Facebook Contact us form into the CRM 1

• Auto feed Facebook enquiries straight into your CRM account

Create Websites and Survey Forms 3

• Send out Surveys from your CRM account
• Send targeted email campaigns with integrated web forms via your CRM account
• Custom Website Design Service

Web Form Auto Feed FAQs and Troubleshooting 4

• Website enquiries are no longer feeding through into my CRM account, why?
• Will an enquiry from a web form merge with an existing contact if in our CRM database?
• How do I measure AB split success of web form campaigns in my CRM account?
• Contacts auto fed into the system from our website are not tagged correctly inside the database why?

How to activate 2 Factor Authentication 0

How to deactivate 2 Factor Authentication 0

2 Factor Authentication Troubleshooting 0

Manage your CRM Settings 0

Manage Dashboard using the Tool Box 0

How to Add a New CRM User 0

Manage Users 0

Dashboard Permissions 0

View Audit Information 0

User Permissions 0

About Account - Roles 0