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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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... -
How do I rename a Funding Source?
If you wish to rename a funding source you must contact CDS support. The process requires updating all data recorded... -
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... -
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...