Frequently Asked Questions

These articles answer Frequently Asked Questions related to the CRM database.

Why can’t I login?

There may be a number of reasons if you are having problems logging into your CRM system. Here are some...
I’ve forgotten my password, what do I do?

If you have forgotten your password, you can reset it yourself. Follow these steps: Step 1. Navigate to the login...
How do I change my password?

We recommend changing your password after your first login, and then as required. To change your password, first, log...
Which internet browsers can I use?

Information is sent from your PC browser to the CDS CRM each time you view or update information. Information sent...
Why doesn’t my screen look like the ones in the articles?

Each installation is slightly different. When we create a database for you it may include custom fields, mandatory fields or...
What accessibility options does the software have?

Our current software predates the accessibility compliance era but browser vendors have released some useful free extensions. We recommend looking...
Why do the dates look wrong?

The CDS Database system allows multiple date formats. Each user of your system can select the date that works for...
Why can’t I see this module?

Community Data Solutions has worked with your organisation to set up several categories of user permissions. Depending on which roles...
Why can’t I see a tab/module?

There are a number of reasons that you may not be able to view particular tabs/modules. Option 1 You have...
Can I select multiple options in a list?

Your CRM database likely contains many multi-select menus and drop-down menus. Drop-down lists allow a single selection only. Drop-down lists...

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