If something looks broken or out of place, your browser may be showing an outdated version of the page. 1. Hard refresh Windows: Ctrl + Shift + R Mac: Cmd + Shift + R 2. Clear cache Go to your browser settings → Clear browsing data → Cached images and files. 3. Try another browser … Read more
If your CSV import fails, it’s usually due to formatting. 1. Incorrect column headers Use simple headers like: 2. Special characters Characters like #, |, or & can break imports. 3. Wrong file type Make sure the file ends in .csv, not .xlsx or .numbers. 4. Empty rows Blank rows can cause errors. 5. Encoding … Read more
If a follow‑up reminder isn’t saving, try these steps. 1. Missing date A follow‑up must have a date selected. 2. Invalid characters Avoid special characters in the follow‑up note. 3. Browser extension conflict Extensions like form fillers or script blockers can interfere. Fix: Try disabling extensions temporarily. 4. Session timeout If you were inactive for … Read more
If tags aren’t appearing where you expect, here’s what to check. 1. The tag wasn’t saved Make sure you clicked Update or Save after adding the tag. 2. The tag is empty Tags must contain at least one character. 3. Duplicate tags If two tags have the same name, only one may appear. Fix: Rename … Read more
If you’re having trouble adding a new contact, here are the most common causes and how to fix them. 1. Required field missing The Name field is required. If it’s blank, the contact won’t save. 2. Browser autofill issues Sometimes autofill inserts hidden characters. Fix: Clear the field and type the name manually. 3. Plugin … Read more