FAQ
Help → FAQ lists answers to frequently asked questions about Clockwork CRM. Access to the FAQ is controlled by team permissions. See Teams and permissions.
Open in Clockwork CRMEnter your Clockwork CRM address at the top of the page to open this in your Clockwork CRM.
Reading an answer
- Open Help → FAQ. The questions are listed under Frequently Asked Questions, each with its own icon.
- Select a question. Its answer opens, with the question as the heading and its topic underneath.
- Select Go Back to return to the list.
Finding a question
Type into the search box in the top bar. The list narrows to questions whose wording contains what you type, or that are tagged with the word you type, such as gmail or permissions. Searching while an answer is open takes you back to the list.
The questions
| Topic | Question |
|---|---|
| Admin Function | How do I add a user? |
| Admin Function | How do I stop certain members of my team from accessing an app? |
| Admin Function | How do I cancel my subscription? |
| General | What are apps? |
| General | How do I add a file to the file browser? |
| General | How can I restrict certain members of my team from accessing a folder in the file browser? |
| General | How can I access the API documentation for Clockwork CRM? |
| How do I link my Outlook account with the Clockwork CRM email client? | |
| How do I link my Gmail account with the Clockwork CRM email client? | |
| Notifications | Desktop notifications & troubleshooting |
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