FAQ
Frequently asked question
Using 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
- Add photos to your activities
- Contact your clients by WhatsApp
ForceManager support
- 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?
Application customization
- 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?
iOS 15
iOS 14
- Do you know the new Widgets on iOS?
- How to write in forms from my iPad?
- How to add a drawing or sketch in ForceManager?
iOS 12
Videoconferences
- How to share a videocall detail with a customer?
- Video Check-in or Videocall?
- Videocall recording
- Install ForceManager app extension in MS Teams
Glossary ForceManager
- What is the dashboard?
- What is an account?
- What is a contact?
- What is an opportunity?
- What is a check-in?
- What is a fast Check-in?
Synchronization
- Bidirectional synchronization of email and calendar
- Are phone calls registered on ForceManager?
- Call Tracker ForceManager CRM
- Can I work offline?
- Email synchronization (Small Team)
- How to synchronize your email? (Business)
Geolocation
- ¿How to massively geolocate accounts?
- Geolocating accounts
- How do I know if my device is ready to be geolocated?
ForceManager permissions
Security FAQ
- 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?