Using ForceManager

• Associated Entity Creation
• 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

See all 39 articles

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?

See all 26 articles

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?

See all 11 articles

iOS 15

• Get to know the Live Text feature
• Get to know XLarge widget
• Set up a Notification Summary

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

• iOS Widget
• Caller ID on iOS

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?

See all 9 articles

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)

See all 10 articles

Geolocation

• ¿How to massively geolocate accounts?
• Geolocating accounts
• How do I know if my device is ready to be geolocated?

ForceManager permissions

• What folders and documents are visible in the document manager?

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?