FAQ
Frequently asked question
Glossary ForceManager
- What is the dashboard?
- What is an account?
- What is a contact?
- What is an opportunity?
- What is a fast Check-in?
- What is an event?
Application customization
- How to switch from the trial to the paid version?
- Can I change the currency and the time zone?
- How to change my password in ForceManager
- How to create personalized views
Synchronization
- Can I work offline?
- How to synchronize the calendar?
- Are phone calls registered on ForceManager?
- Email synchronization (Professional/Small Team)
- How to synchronize your email? (Business)
- What e-mails are synced on ForceManager?
Using ForceManager
- How to cancel your ForceManager subscription
- How to add attendees to an event
- What is Scan Manager?
- What is this new intelligent system?
- Siri Integration
- iOS Widget
ForceManager support
- How to add users and licenses?
- How to change the language?
- Did you forget your password?
- Clear cache and cookies
- Refresh data
- How do I know which version of ForceManager I am using?
Geolocation
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?