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...
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...
Why is my export to excel empty? Depending on your permissions, and system configuration, many lists in your database will include an Export option. There may be...
What is Community BI? Community BI is a Business Intelligence Reporting system. Community BI is offered as a data visualisation tool integrated with Community...
Why are the results for my DSS Export different to my Session search? If you filter your sessions results by site, there is a chance that you will see a different number of...
Why can’t I add a Locality? Localities are configured in your database to make entering addresses easier. A Locality record allows you to link a suburb...
How do I ask for help? There are a number of ways to find help, support or assistance with the database. The first option is to...
How do I sort a list? Most lists in the database, whether they are a list of clients, or a sub-panel of sessions for a case,...
How can I Delete a Record? This Article will assist you on how to use the Delete Action Tool in your CRM database, the Delete Action...