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...
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...
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 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...
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...
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...