Frequently asked question
Frequently Asked Questions about Geolocation and Check-in in ForceManagerHow geolocation and Check-in work in ForceManager, including conditions, purposes, collected data, and security measures.
How can I merge elements?
How to differentiate a Check-in from a Visit?
How to use the microphone for mobile transcription?
How do I activate Power Saving Mode?
How can I sign a document?
How to cancel your ForceManager subscription
Contact your clients by WhatsApp
What are suggestions after Check-in?
What does the loading image mean when I create an account?
Siri Integration
Spotlight
iMessage
iOS Notifications
Preview your files before downloading them!
How to do the first check-in?
Metadata in ForceManager
Can you keep the filters applied when closing ForceManager and logging back in?
Using Advanced Filters
Can a draft be saved in ForceManager?
Quick creation from the Dashboard
Quick Entity Creation
Add photos to your activities
What is Scan Manager?
What is the Magic Card?
When do I receive notifications?
How to flag an element and what does it imply?
Associated Entity Creation
What is the post-call report?
How to add documents to ForceManager
How can I share a task with another user?
What is a phone call activity?
Can a report be deleted?
How can I share or send an activity?
Can I export data?
How to update your payment method?
What version of Outlook do I need to install the Outlook add-in in ForceManager?
Conversational support service
How to update your iOS device to the latest version?
Do yo need help?
What Huawei devices do we support?
Did you know that you can see the status of your tickets?
How do I sign into the web version?
How to add users and licenses?
How to change the language?
Did you forget your password?
Clear cache and cookies
How do I clear the cache on my mobile device?
How do I know which version of ForceManager I am using?
What are account ratings?
How do I know if I'm running the latest ForceManager version?
Which version of iOS is my device running?
How do I know which version of Android my device is running?
What are the minimum requirements for iOS devices?
How to access billing?
How to contact support?
How can I access a Webinar?
How do I register for a Demo?
How do I add users from the trial version?
What information can be viewed from the user icon?
What are the minimum requirements for Android devices?
What browsers are compatible with ForceManager?
¿Cómo puedo saber qué versión de navegador tengo?
Massive update
Can custom fields be modified in ForceManager?
Can I change the currency and the time zone?
How to change my password in ForceManager
How to create personalized views in Accounts?
How to create customized views in Activities?
How to create customized views in Calendar?
Workflows
The video call as a new sales activity
Personalize your ForceManager web
How do I customize opportunity statuses?
Notifications in web events
Bidirectional synchronization of email and calendar
Are phone calls registered on ForceManager?
Call Tracker ForceManager CRM
Email synchronization (Small Team)
How to synchronize your email? (Business)
What e-mails are synced on ForceManager?
Why is my mobile activity not visible on the web application?
Can I work offline?
How to synchronize the calendar?
How to refresh data from the mobile app
What does the loading image mean when I create an account?
Do we comply with information security standards?
How do security copies and data protection work in ForceManager?
Can ForceManager share its clients’ data if it hires the services of a third party?
Upon client request, is it possible to export client information to another provider?
In the case of an investigation, can we disclose information with or without the client’s permission?