Search our documentation & support FAQs
Frequently Asked Questions
Inbound & Outbound Email
- How do I import emails into Axosoft?
- How do I configure outgoing email?
- Why are emails not being sent or recieved for Axosoft installations?
- How do I see when a customer replies to an email?
- How do I see an email preview?
- How do I add attachments to an email?
- How do I import emails from a Gmail account?
- How do I change the From address for emails?
- How do I resend failed emails?
Notifications & Alerts
- Why aren’t certain users receiving notifications?
- How do I change what’s included in the notification?
- Why are emails displaying email@example.com “on behalf of” or “via” axosoft.com?
- How do I send notifications based on due date?
- How do I set up a notification for when an item is closed?
- How do I change the From address for notifications?
Workspace & Filters
- Why can't I find the item I'm looking for?
- Why can't I find a certain tab in the Details Panel on the right?
- How do I add columns to the List View or Card View?
- How do I work with subitems?
- How do I export data from Axosoft?
- How do I import data from Axosoft?
- How does search work in Axosoft?
- How do access tutorials in Axosoft?
Work Logs & Burndowns
Workflows & Automation
Users & Security Roles
- How do I restrict users to only view certain projects?
- What's the difference between the privileges for editing using workflow or project template?
- What’s the difference between a user and a customer contact?
- What happens when I assign multiple roles, of various levels of security, to the same user?
- How do I set up default settings for new users?
Field Templates & Custom Fields
- How do I manage lists?
- How do I add or view custom fields?
- How do I set default values?
- How do I use specific field templates for different workflow steps?
- How do I change the field template used when viewing an item?
- What's the difference between editing using workflow or project template?
- How do I configure which Field Template the Customer Portal uses?
- Why does my Axosoft website hang on the loading page or get a 404 error?
- How do I fix “HTTP Error 500.19 – Internal Server Error”?
- Why am I being redirected to Registration.aspx or Error.aspx?
- How do I configure the Axosoft web server using Windows Integrated Authentication?
- Why am I getting “COM Exception” during an upgrade?
- How do I move the Axosoft SQL database?
- How do I move Axosoft to a different server?
Additional Support and Help Options
Bug fixes and feature announcements for Axosoft releases.
Important updates about the hosted Axosoft service, when applicable.
Learn how to sign up for our weekly online sessions over Axosoft topics.
Integrate the Axosoft RESTful APIs with your addon or tool.
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