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Frequently Asked Questions
Emails & Notifications
- How do I import emails into Axosoft?
- Why aren’t certain users receiving notifications?
- How do I configure outgoing email?
- How do I change what’s included in the notification?
- Why are emails not being sent or recieved for Axosoft installations?
- 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 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 change the From address for notifications?
- How do I import emails from a Gmail account?
- How do I change the From address for emails?
- How do I resend failed emails?
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.
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