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General Help & FAQs
General Help & FAQs

Need help with your system? Browse the most frequently asked questions and find a quick solution.

Moving a Single Company under a Company GroupThis article outlines how to move a single Company under a Company Group by changing the parent record.
View Companies on Google MapsThis guide explains how to view Companies and their addresses from the CRM on Google Maps.
Enable Notification of Failed OrdersLearn how you can get notified by the CRM when an order fails to confirm.
Default Phone Link Activity TypeLearn how to automatically pop up an activity window when calling a customer to quickly add call notes.
Bulk Update via ExcelBulk update your Contacts & Companies using Excel.
Converting Two Single Companies into a Company GroupHow to convert two Single Companies into a Company Group, so they're grouped together under one parent Company.
Bulk convert B2B to B2C by Price TierLearn how to bulk convert B2B records to B2C based on their price tier.
Notes Import ChecklistOverview checklist for importing data into the CRM.
Data Import ChecklistOverview checklist for importing data into the CRM.
Making Fields MandatoryHow to make important CRM fields mandatory to ensure reliable CRM data for your business processes.
Outbound Phone IntegrationHow to integrate your phone system to post phone numbers from the CRM to quickly call your customers.
Microsoft Office IntegrationsDiscover which Microsoft Office apps the CRM integrates with.
Companies, Single Company & Company Groups ExplainedLearn about the key difference between a Company and a Company Group in this article!
Mandatory Fields for Data ImportsExplaining mandatory fields when completing data imports into the CRM.
Email Open & Click TrackingTrack CRM email opens, deliverability and clicks.
Display Unleashed Customer Type within your CRMDisplaying Unleashed's Customer Type to help segment customers within the CRM.
Converting a Single Company to a Company GroupIf you need to log multiple Companies under one Company Group, here's how!
Converting Business Contacts & B2C ContactsHelpful admin tool to convert Business Contacts to B2C Contacts, and vice versa.
Setting TagsUsing tags to help profile your Company & Contacts.
Move Emails Sent from the CRM to your Sent Folder (Outlook & Gmail)This article will explain how to create a rule to move emails sent from the CRM to your Sent Folder for Outlook & Gmail.
Configuring a Default Email TemplateThis article outlines how to configure a Default Email Template within the CRM.
Using the UK Nearby Company SearchThis article outlines how to use the Nearby Company Search within the CRM.
Using the Next & Previous ButtonsThis article outlines how to use the Next & Previous buttons in the CRM.
Sharing CRM RecordsThis article outlines how to share a CRM record with other CRM users.
Flagging Interaction Types as Active EngagementThis article will explain in steps how to mark interaction types as active engagements.
Creating AppointmentsThis article outlines how to create appointments from the CRM.
Setting Urgent NotesThis article outlines how to set an Urgent Note within the CRM.
Exporting Configure Lists to ExcelThis article outlines how to export configure lists to excel within the CRM.
Accessing Customer Accounts within Cloud Accounting & Inventory Management SystemsThis article outlines how to access a customer account within a cloud accounting/inventory management system via the CRM.
Default Rows Per PageThis article outlines how to change the default number of rows displayed per page.
Creating ContractsThis article outlines how to create Contracts within the CRM.
Setting Task LimitsThis article outlines how to set Task limits within the CRM based on a user's preference.
Change Date Display FormatThis article outlines how to change the date display format within the CRM.
Plotting Customers on Google MapsLearn how to export companies and their addresses to Excel to upload them to Google Maps.
Creating a Sales LedgerThis article outlines how to create a sales ledger from the CRM.
Basic Record Management: IntroductionThis article introduces the basic record management topic & which levels of the CRM hierarchy it will focus on.
Creating a New Company Under an Existing Company GroupThis article outlines how to create a new Company under an existing Company Group within the CRM.
Creating a New Contact Under an Existing CompanyThis article outlines how to create a New Contact under an existing Company within the CRM.
Creating a B2C ContactThis article outlines how to create a B2C Contact within the CRM.
Creating a New Business ContactThis article outlines how to create a new Business Contact within the CRM.
CRM LayoutThis document outlines the general layout of the CRM.
HierarchyThis document outlines the hierarchical structure of the CRM.
Contact LayoutThis article outlines the general layout of a Contact within the CRM.
Company LayoutThis article outlines the general layout of a Company in the CRM.
Setting an Account Manager on a CompanyThis article will outline how to set an Account Manager against a Company.
Setting a RelationshipThis article will outline how to set a relationship between two records in the CRM.
Creating a New RecordThis document outlines the process for creating a new record within the CRM.
Changing or Adding a Secondary Address to a ContactThis article will outline how to add a new address to an existing Contact.
Searching for RecordsThis article outlines how to use the Global Search within the CRM.
Adding Additional Communication Details to a ContactThis article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact.
Setting a Contact's Preference FlagThis article will outline how to set the Preference Flags on a Contact.
Marking a Contact as 'Left Company'This article will outline how to mark a Contact as having left the organisation.
Deleting a RecordThis article will outline how to delete a Record from the CRM.
How to Move a RecordThis article outlines how to move a record to be under a different record within the CRM.
Firewall ConfigurationEnsuring the CRM is enabled via your firewall.
Searching TipsHere's some handy tips to help you find what you're looking for when using search in the CRM.
Chrome & Firefox TipsThis article will outline our top tips for creating the best user experience with Chrome and Firefox.
Resolving Browser Related Issues (Clearing Browser Caches)How to fix issues in your browser that could be impacting the performance of your CRM.
Feedback PortalThis article outlines the use of the Feedback Portal, how to access it and how to add an idea.
Prospect Points ExplainedThis article outlines how our Prospect Points can be used towards your Prospect CRM.
B2C Automatic FlagLearn how the CRM automatically flags your customers as B2C.
Exporting Quote Lines to ExcelThis article explains the process of saving Quote Lines from the CRM to Excel.
How to Merge CRM RecordsThis article outlines how you can merge two Problem Records in the CRM.
How to delete Quote LinesThis article will outline how you can delete Quote Lines from a quote.
Managing User DetailsThis article outlines how you can manage User Details like their Name and Email Address.
Importing Product ItemsThis article outlines how to import new Products to the CRM, without an Accounting System integration.
Setting & Using Cin7 Omni WET TaxThe article outlines how to configure Cin7 Omni's WET tax in the CRM.
Automation Flows (Preview)This article outlines how you can automate email sending in the CRM.
Investigating CRM SlownessHow to start troubleshooting any possible CRM slowness.
How to Check Your BillingDiscover where to locate your billing in the CRM and how pro-rata user billing is calculated.
How to Duplicate a CRM RecordThe article outlines how you can duplicate a CRM Record and the options presented when doing so.