Reference
AgentixCRM troubleshooting
Resolve common access, record, communication, calling, document, and reporting questions
Begin with the current agency, client scope, record, connected service, and visible status. These identify where the workflow should be resumed
What this workspace includes
- Access and workspace context
- Records, imports, and duplicates
- Email, calendar, and phone connections
- Documents, reports, and forecasting
Complete workflow
- 1
Confirm context
Check account, agency, client, and record
- 2
Open the source view
Return to the task, conversation, deal, call, or document
- 3
Read visible status
Identify the current workflow stage
- 4
Retry and verify
Repeat the focused action and inspect its destination
How records and settings behave
- Access follows role and client scope
- Communication depends on connected services
- Reports derive from current records and filters
Working effectively
- Capture the visible message for support
- Check the underlying record before summaries
- Test connected services in their feature
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with AgentixCRM troubleshooting?
Check account, agency, client, and record
When is my work saved?
Access follows role and client scope
How do I confirm the result?
Return to the related list or detail view and review its current status. Reports derive from current records and filters