Contacts Troubleshooting

I am unable to open up any of my contacts, why?
Please make sure you are not using Internet Explorer to run your CRM account.  This browser is no longer supported by Microsoft and so is not compatible wit...
Fri, 3 Dec, 2021 at 1:54 AM
I am unable to view all contacts or I cannot see the History inside a contact record - why?
Unable to View Contacts:  It is likely that you have a restriction on your user profile whereby you can only see the Dashboard and History activity...
Fri, 27 Nov, 2020 at 3:05 AM
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?
We believe this is a local issue with caching on Google Chrome or Firefox browser. Please contact our Support Helpdesk to advise which version of Google...
Fri, 27 Nov, 2020 at 3:06 AM
I am unable to open up any contacts on the contacts page in Grid View - why?
Please check you are not using Internet Explorer browser as this browser is no longer supported by Microsoft and is therefore not compatible wi...
Fri, 3 Dec, 2021 at 1:33 AM
Error message when trying to upload an image
The error message below will occur if you create a new contact and try to upload an image but do not enter the name or organisation in the contact record. ...
Fri, 27 Nov, 2020 at 3:07 AM
Problems uploading a Word file into my CRM account on a Mac PC
There could be a number of reasons that the file is not uploading: 1. Check that you can open the file and it not corrupt.  If it is you will need t...
Fri, 27 Nov, 2020 at 3:07 AM
I cannot find contacts using the search drop down options - why?
Please check that you do not have a contacts start up tag filter on, if so this could be why you are unable to find contacts using the search options. I...
Fri, 27 Nov, 2020 at 3:08 AM
Issue with contacts fields auto filling when I create a new contact
Why are fields automatically populating when I add a contact to the database?  This has been reported by Mac users when using Safari browser.    ...
Fri, 27 Nov, 2020 at 3:09 AM
I cannot open up a file attachment inside a contacts record
This can occur for a number of reasons: 1. You are trying to open it in an incompatible browser i.e. Internet Explorer is not compatible, try Google Ch...
Fri, 27 Nov, 2020 at 3:10 AM
When I add a new contact to my CRM account I get an error message saying 'Warning', why?
If you click on 'Add Contact' inside the Contacts page, you need to ensure that you have entered a First Name and Last Name for the contact you wis...
Fri, 27 Nov, 2020 at 3:10 AM