Portal Questions
- I cannot import using my correct IDIQ credentials in the customer portal.
- How do I add a new page in the customer portal?
- I want to update the contents in the resources. How do I do it?
- Can I integrate the customer portal login page in the iFrame of my website?
- Can you send a customer another agreement in the customer portal?
General Questions
- How to Clear the Cache and Cookies in Your Web Browser
- Can deleted notes be restored?
- Is there a way to add an educational tool/tab on the customer portal? currently there's a checkbox in the settings for the customer portal within the software for an "educational section" but nothing shows up on the customer portal regarding "education"
- Is blocking users in the CRM deactivates their user seat?
- Are letters printed available as trigger for autoresponders?
- Cancelling and Re-Activating accounts causes credit repair options to deselect
Workflow Questions
- If I run a workflow, that is set to alert mode, manually. will it still trigger the pop up or bypass it?
- I do not want my workflow to trigger automatically, is there a way for me to approve it before it will be triggered?
- I created a workflow but I do not want it yet to be sent to be sent or triggered to my active customers.
Contacts Questions
- If a customer uses the “Add a Note” feature in the portal. If it is edited by an employee, will the edits be viewable by the customer?
- Note templates are not showing for all customer records.
- Client had marked items as deleted but they are still showing as negative.
- I do not want a specific customer to receive email or SMS but still wanted to keep his records in the software. Is there are way to do that?
- In the attachment section, I cannot view a pdf attachment. It results to an error.
- There are missing custom tab in some customer records and the client want to show this custom tab in all customer records.
Accounts Questions
SMS Questions
- If someone opts out of sms accidentally is there a way they can opt back in? like send a text to the number the opted out of? or is it just like that forever?
- Is there a way that we could allow a client's customer to opt of SMS?
- Does the software show if SMS messages are stopped by the service provider?
- What is my monthly SMS and email limit?