Frequently Asked Questions
Support Article - Disable OneDrive Synchronization of Cached Files
Support Article Disable OneDrive Synchronization of Cached Files In order for the ChaseData Agent application (newer versions) to work properly with MS Windows, corresponding cached files need to be kept locally and not in a OneDrive folder. This ...
Microsoft Windows 10 S Mode
Microsoft Windows 10 S Mode Some Windows 10 computers come configured in S Mode, which limits the computer to only run applications obtained from the Microsoft Store. Since the ChaseData client applications are installed independently from the ...
Uninstalling a Microsoft KB Update
Uninstalling a Microsoft KB Update There are times when a need arises to uninstall a Microsoft KB update; here we present a few ways to do that in Windows 10. Method 1 – Through the Control Panel: Open the Control Panel by pressing the Windows key + ...
Importable Default Fields
These are fields that exist in the system by default. You do not have to create these again in custom data unless you would like to do that. The fields include: FirstName LastName ClientId PrimaryPhone Address City State ZipCode Notes
Administrative Roles
There are 9 admin account roles you are able to select. See below for more info: Administrator Manager Junior Manager Monitor Monitor-Agents Salesman Supervisor Junior Supervisor Trainee Administrator: Access to everything; can export and delete ...