Advice and answers from the karmaCRM Team

FAQ

This is a quick list of frequently asked questions

20 articles in this collection
Written by Shirley Robinson

How do I log a phone call?

Recording notes from phone calls
Written by Shirley Robinson
Updated over a week ago

Why can't I see my notes or emails in my history?

Find missing parts of the history of a contact
Written by Shirley Robinson
Updated over a week ago

If I delete something, is there an undo?

Written by Shirley Robinson
Updated over a week ago

How do I change the language to Spanish?

Written by Shirley Robinson
Updated over a week ago

How do I send bulk emails?

Written by Shirley Robinson
Updated over a week ago

How do you add a new contact or company?

Written by Shirley Robinson
Updated over a week ago

How can I find a contact easily?

Search Everything
Written by Shirley Robinson
Updated over a week ago

How can I change or reset my password?

Written by Shirley Robinson
Updated over a week ago

Can my data be private to other users?

Make sure that your users see only the data that is important to them.
Written by Shirley Robinson
Updated over a week ago

I need to add more fields to the system, can I do that?

Adding custom fields
Written by Shirley Robinson
Updated over a week ago

How can I track what my users are doing?

Written by Shirley Robinson
Updated over a week ago

Can I get one on one training for all of my users?

Scheduling training for the whole team
Written by Shirley Robinson
Updated over a week ago

Can I backup all of my data?

Make a backup of all of your data
Written by Shirley Robinson
Updated over a week ago

Can I upgrade or downgrade at any time?

Change your plan at any time
Written by Shirley Robinson
Updated over a week ago

I have 2 companies, can I have 2 karmaCRM accounts?

Different karma accounts for different companies
Written by Shirley Robinson
Updated over a week ago

How secure is my data?

Security and Privacy
Written by Shirley Robinson
Updated over a week ago

How many admins can be on an account?

Add multiple admins to your account to help you manage your account.
Written by Shirley Robinson
Updated over a week ago

How much do the plans cost?

Subscription costs
Written by Shirley Robinson
Updated over a week ago

Why is my last charge different than my plan’s cost?

Billing questions
Written by Shirley Robinson
Updated over a week ago

What is the difference between the plans?

Breakdown of what features are included in each subscription
Written by Shirley Robinson
Updated over a week ago