What happens to my data if I decide to no longer use the system?
All of your data can be downloaded for you into an Excel (CSV) Format at any time. This allows you to have a physical backup of your information at any time during your use of the system and also after if you decide to discontinue your service.
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Can I add emails into the system?
Yes. You can absolutely move an email into the system. Save the email as a pdf and then upload into the system under the documents section (or whatever section you prefer). You can categorize the email in the description and then associate you see ...
Can I use my own templates or forms?
Yes. You can continue to operate your business as you would like. Continue to use Word, Quickbooks or whatever programs you prefer. Our system can run along side those programs to help you further. Do your reports, create PDF's etc and upload ...
What happens if we reach the storage capacity for the account?
All of your data remains safe and secure. You have the option to increase your storage capacity and purchase additional 500GB storage blocks for the account. Admin users could also go back to old cases and delete files from cases if they choose to. ...
Does my data remain in tact when I upgrade to a Paid Plan
Q: I am looking at the pricing models. If I select the economy plan to start, as the business grows can I upgrade the plan to allow more users without losing my saved data? A: Yes, Your data is always safe and will not go anywhere. You can also ...
Is the system available for Canada?
Q: Is the system available for users in Canada? A: Yes the system is usable for our friends in Canada. Give the 30 day trial a shot and check it out. For the state and city information upon signup, just enter information for the city and state ...