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
- A client wants to know if there is a way to recover tasks for the deactivated users.
- I want to remove billing access to my employees but want to retain their other access. Is there a way to do that?
- Which websites can I use to Import a Credit Report?
- Which Payment Gateways are compatible with DisputeSuite?
- I wanted to use your API, do you have any API documentation?
- I would like to track all the activities of my employees. How can I do that using the software?
- What is the time zone followed by the CRM? Can we change the timezone on the CRM?