FAQ – Community Data Solutions

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...
Why can’t I delete an NDIS Support Plan or Service Booking?

There are two reasons why you may not be able to delete a record. Option 1 – User permissions –...
Why do I see the NDIS number Support Plan Warning?

After creating a support plan you may see the following error: WARNING: A regular attendee is missing a NDIS number...
Why has my NDIS claim file errored?

There are a number of reasons why a claim file may error. These include: No NDIS number for an NDIS...
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...
Why did my NDIS Payment file not upload to the portal?

When you upload a Bulk Payment file to the NDIS portal, the file undergoes a certain amount of validation. This...
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...