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 check-in?
- What is a fast Check-in?
Application customization
- Can custom fields be modified in ForceManager?
- 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 in Accounts?
- How to create customized views in Activities?
Synchronization
- Can I work offline?
- How to synchronize the calendar?
- Are phone calls registered on ForceManager?
- Email synchronization (Small Team)
- How to synchronize your email? (Business)
- What e-mails are synced on ForceManager?
Using ForceManager
- How to differentiate a Check-in from a Visit?
- How do I activate Power Saving Mode?
- How can I sign a document?
- How can I set up notifications for my accounts?
- How to cancel your ForceManager subscription
- How can I merge accounts?
ForceManager support
- How do I sign into the web version?
- What are account ratings?
- How can I access a Webinar?
- How can I change my ForceManager plan?
- How to add users and licenses?
- How do I add users from the trial version?
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?