Here are some frequently asked questions from our users. If you do not find what you are looking for here try navigating through our guides by clicking on one of the sections in the left bar.

General

• Is my data safe and backed up regularly?
• How do I know my information is kept confidential?
• I messed up my import, how can I redo it?
• Do you have an Iphone / Android App?
• What is SSL and how can it help keep my data secure?
• How do I remove notes or emails?

Contacts

This section will help you get started customizing, importing, and working with your contacts. As contacts are the heart and soul of KarmaCRM we'd like to take a moment or two to introduce new users to all the wonderful features available to you through.

• Importing / Exporting
• Managing Your Contacts
• Customizing Your Contacts
• Tips and Tricks

Email

Your dropbox is a unique email address that helps simplify the process of getting your email correspondence into KarmaCRM. It is NOT an email address that replaces your existing one.

• What is a dropbox address, where do I find mine?
• How do I forward, CC, or BCC emails to KarmaCRM?
• How do I get emails sent from a contact into KarmaCRM?
• What happens to file attachments?
• How do I create a task via email?
• Associating forwarded emails with Cases & Deals

Calendar

This section will help you get started creating, importing, and managing your calendar. Learn how to import and sync your calendars with Google, and schedule recurring events, or create an organization wide calendar and share it with the whole team.

• Getting Started
• Configuring Your Calendar
• Managing Your Calendar

Integrations

karmaCRM allows you to connect with a number of third party services. This section will help you understand how to setup and interact with them. Check back often as we continue to expand the services we communicate with.

• Integrating a Wufoo Form
• Integrating a Formstack Form