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...
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...
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...
Why can’t I see the full list?

Community Data Solutions has worked with your organisation to tailor your database to your needs. Each CRM database is different,...
Why is my database running slowly?

There may be a number of reasons why your CRM is running slowly. Here are some tips for isolating the...
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?

Community Data Solutions updated its encryption technology in late 2017. These changes were in relation to the security framework that...
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 didn’t the email notification arrive?

Certain actions in the database will trigger an email notification. These include assigning enquiries. If you have assigned an enquiry...

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