Support

When viewing your contacts you can change the display of how your contacts are shown by selecting the drop down menu as shown in the screenshot below:  ...

The Safari browser for the PC is old and there are many issues relating to this browser now, security is compromised and there are glitches with it. ...

You are in Organisation mode so in order for you to see both organisations and individual people contact records you can either: 1. Click on the perso...

If you cannot find a contact this can caused by a number of things which we recommend you need to check: 1.  Check you are have spelt the cont...

Using the Spam Button The SPAM button is set up to be used as a filter, for example if you have set up your email server to automatically forward a co...

If you are unable to open up a contacts History or view the History this may be due to you using Internet Explorer browser which is no longer supported by ...

Please check the email notification from your website form that is sent into your CRM account and check the heading in the email called Categories: this is ...

Please check how the postcode has been entered on the contacts record - if there is a gap (space) before the postcode is entered this can affect the postcod...

When viewing your contacts in List View we restrict the number of records that are returned to 2,500.  The reason for this is that if you have more...

Please make sure that you are viewing 'All History' when looking at the History of a contact's record.    To do this please click on the 'S...