Frequently Asked Questions
Welcome to our comprehensive FAQ section. Find quick answers to the most common questions about Angage.
🔍 Quick Search
Use Ctrl + K to search across all documentation, or browse by category below.
📚 FAQ Categories
🎯 CRM Questions
Common questions about lead management, opportunities, and sales pipeline.
📦 Inventory Questions
Stock management, transfers, adjustments, and warehouse operations.
💰 Sales Questions
Order processing, invoicing, customers, and quotations.
🔧 Technical Issues
System errors, performance issues, and troubleshooting.
⚙️ System Settings
User management, permissions, configuration, and customization.
🚀 Most Common Questions
General System Questions
Q: How do I reset my password?
A: Click "Forgot Password" on the login page, enter your email address, and follow the instructions in the reset email. If you don't receive the email within 5 minutes, check your spam folder or contact your system administrator.
Q: Why can't I see certain menu items?
A: Menu visibility is controlled by your user role and permissions. Contact your system administrator if you need access to additional features. Each role has specific permissions designed for security and workflow efficiency.
Q: How do I export data to Excel?
A: Most data tables have an "Export" button. Select the records you want (or select all), click Export, and choose your format (Excel, CSV, or PDF). The download will start automatically.
Q: Can I customize the dashboard?
A: Yes! Click the "Customize" button on your dashboard to add, remove, or rearrange widgets. You can also set default filters and time ranges for each widget.
Data and Security
Q: How often is data backed up?
A: The system performs automatic backups every 6 hours, with full daily backups retained for 30 days. Weekly backups are kept for 6 months, and monthly backups for 2 years.
Q: Is my data secure?
A: Yes. Angage uses enterprise-grade security including:
- SSL encryption for all data transmission
- AES-256 encryption for stored data
- Role-based access control
- Regular security audits and updates
- SOC 2 Type II compliance
Q: Can I recover deleted records?
A: Most records use "soft delete" - they're hidden but not permanently removed. Contact your administrator within 30 days to restore deleted records. Some sensitive data may be permanently deleted for compliance reasons.
Performance and Accessibility
Q: The system seems slow. What can I do?
A: Try these steps:
- Clear your browser cache and cookies
- Close unnecessary browser tabs
- Check your internet connection speed
- Try a different browser (Chrome recommended)
- Contact support if issues persist
Q: Does Angage work on mobile devices?
A: Yes! Angage is fully responsive and works on tablets and smartphones. For the best mobile experience, we recommend using the latest version of Chrome, Safari, or Firefox.
Q: What browsers are supported?
A: Supported browsers include:
- Chrome 90+ (recommended)
- Firefox 88+
- Safari 14+
- Edge 90+
Internet Explorer is not supported.
📞 Getting Additional Help
Can't Find Your Answer?
If your question isn't answered in our FAQ:
- Search Documentation - Use the search function (Ctrl + K)
- Check Module Guides - Browse specific module documentation
- Contact Support - Submit a support ticket or call our help desk
- Community Forum - Connect with other users
Support Channels
Contact Information
- Email Support: [email protected]
- Phone Support: 1-800-123-4567 (Mon-Fri, 8 AM - 6 PM EST)
- Emergency Support: 1-800-123-HELP (24/7 for critical issues)
- Community Forum: community.yourcompany.com
Support Ticket Priority
| Priority | Response Time | Examples |
|---|---|---|
| Critical | 2 hours | System down, data loss |
| High | 4 hours | Major feature not working |
| Medium | 1 business day | Minor bugs, enhancement requests |
| Low | 3 business days | General questions, documentation |
Training and Resources
Self-Service Resources
- 📖 Complete documentation (this site)
- 🎥 Video tutorial library
- 💡 Best practices guides
- 📊 Template downloads
Live Training Options
- 🎓 New user onboarding sessions
- 📈 Advanced feature workshops
- 👥 Team training sessions
- 🔧 Administrator certification
Feedback and Suggestions
We value your input! Submit feedback through:
- Feature Requests: Submit through support portal
- Bug Reports: Include screenshots and steps to reproduce
- Documentation Improvements: Suggest edits or additions
- User Experience: Share your workflow challenges
📋 Quick Reference
Emergency Procedures
System Outage
- Check status page (status.yourcompany.com)
- Verify your internet connection
- Try accessing from different device/network
- Contact emergency support if confirmed outage
Data Issues
- Stop making changes immediately
- Document what happened (screenshots helpful)
- Contact support with details
- Don't attempt to "fix" data yourself
Security Concerns
- Change your password immediately
- Log out of all devices
- Contact support urgently
- Monitor your account activity
Useful Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl + K | Global search |
Ctrl + S | Save current form |
Ctrl + N | New record (in lists) |
Esc | Close modal/cancel |
F5 | Refresh page |
Tab | Navigate form fields |
Common Error Messages
| Error | Meaning | Solution |
|---|---|---|
| "Access Denied" | Insufficient permissions | Contact administrator |
| "Session Expired" | Login timeout | Log in again |
| "Validation Error" | Form data invalid | Check highlighted fields |
| "Network Error" | Connection issue | Check internet, try again |
Ready to dive deeper? Browse our detailed module documentation or search for specific topics using the search function above.