Are you using Internet Explorer?

• Modern web apps work best with modern web-browsers (all web-apps, not just Solve360). Our experience is that upgrading to a modern browser resolves almost all issues.
• Why not? It takes a minute to install, it's free, it's far more reliable, it's up to 20x faster (no joke), you might even like it a lot more, and it doesn't change IE (so you can continue to use it for everything else if you choose).
• The crowd favorite is Google Chrome which is new, fast, simple, or Firefox which is consider the gold standard.

We’ve found that almost all browser related issues are resolved, or isolated, by following these few quick steps:

1) Delete the browser’s temporary file cache

• Firefox open Tools > Clear recent history > choose only the option “cache” > Clear Now
• Safari open the menu option Edit > Empty Cache > Empty
• Google Chrome click on the Tools icon > choose Tools > Clear Browsing Data > select only the options "cache" and "since the beginning of time" > clear browsing data
• Internet Explorer open the Tools menu > Internet Options > Delete > Delete Files > Yes

Restart the browser and re-login

2) Check if any installed Add-ons or Extensions are causing the issue

First close any existing browser sessions then:

• Firefox on Windows click Start > Run > firefox -safe-mode (OK), there may also be a shortcut in Windows Program menu
• Internet Explorer click Start > Run > iexplore -extoff (OK)
• Google Chrome open a Chrome window in incognito mode by selecting the Tools icon and choose "New incognito window"

3) Try temporarily disabling your anti-virus and firewall software. If this resolves the issue look for a way to add "*.solve360.com" as a safe site that will not be filtered by the package.

4) Restart your network modem (particularly if you're on a Comcast connection).

5) Try a different web browser, computer, network connection.

Sorting by last name is generally an old habit people use to find contacts in old systems. Remember the A-Z bar? Need to find someone here just enter 2 maybe 3 characters in the search box and they’ll probably be in close sight.

We purposefully did not include a sort by last name option it in the design of the default list and few have missed it in the couple of years since we introduced the product. So the answer is no and the recommendation is try it as it is for a while and we expect you’ll like breaking the habit. We’re always listening though...

It was actually a careful decision on our part not to sync fields between the systems. We allow the Freshbooks “widget” to be placed in different contexts—contacts, companies and project blogs. There is no general rule to mapping fields from one system to another. Often you'll track a contact in Solve but bill to a company in Freshbooks. We felt that although the perceived value is toward “syncing” fields of data, we believe the real value is being able to have more control / insight into what’s actually happening with the account. A copy paste is a small price to pay for that and you’ll “get it right” every time instead of Solve guessing. So far the feedback has supported this decision.

Export the set of records you want to change using Data > Export this list (CSV), then update the columns that you want copied back into Solve360. To reduce clutter delete all columns except ID and the ones you updated. Then re-import the CSV file back into Solve360 mapping the ID field along with the data respective fields. Mapping the ID field will ensure that the corresponding records are updated exactly.

As you noticed Solve360 uses a single, multi-line field for addresses (like Google). For the majority of clients this method is far more easier to use than separate fields.

If you need to search on specific address fields (e.g. some direct mail companies require separate fields) you can remove the default field and add your own set.

Some clients use a hybrid e.g. keeping a single field for the address, but also having a separate field for the element they need e.g. state.

Determining which email client to launch is a function of the local computer and browser. Here is the simplest way we've found to solve this. Note it must be done on every desktop where you want it to work, so you may want to pass this around to your staff:

1. Download and install the Google Apps desktop email client from Gmail > Manage this Domain > Advanced tools > Google Apps Desktop Features
2. Run the app at least once, it will ask you if you want Google Apps / Gmail to be your default mail client - say YES

Although auto-forwarding emails is indeed possible and may appear as a reasonable thing do to, we don’t recommend it.

1. Like all other types of activities recorded on a contact’s history emails are meant to contain high value information that can be viewed at-a-glance to understand the relationship between you and your client. Blindly pushing all emails into the activities section dilutes the value of the information on the client record and will require scanning more information each and every time your team reviews a client record. It’s more efficient to click a button, or forward the important story-telling emails. If you need to review all emails you can always search your personal email archive.
2. Emails are personal by nature; the workgroup folder is shared by nature. When someone sends you an email they are trusting that you will have the judgment as to whether or not to share the information. By auto-forwarding these emails you are removing the human filter and somewhat betraying the trust of people communicating with you.

Your mileage may vary, but there’s the preverbal warning and preemptive "we told you so :P".

If at any time our system cannot deliver a message to an email account (e.g. receiving server rejected it, not enough storage in the account, etc), that address will be put on a "drop list" and future messages will be ignored. Contact our team to have an email address removed from this list.

Click and hold the field's icon for one second, then slowly drag it to the Remove icon on the toolbar to delete it permanently, or to a new position on the form.

Open Workspace > Deleted Items > click on the field header to sort items > select the item > click the Undelete button.

Double-click the window's title bar, or right-click on the windows's taskbar icon and choose Maximize!

If you login to a different Solve360 account or open a published blog, in a different browser tab or window it will invalidate your initial session and can trigger this type of error. You can only be logged into one Solve360 account at a time.

Things to check:

1. Workspace > Deleted Items to see if it deleted inadvertently.
2. If it was shared, also check to see if the workgroup it was owned was deleted.
3. Did another user make the item private to their own account, or move it to a workgroup you don't have access to?

This is a current bug with Google Chrome which effects all applications. The workaround is to copy the file to a local drive then upload it.

Click “Show form”, select the checkbox in the field labeled “Archived”. Once archived neither the record nor any of its activities will show up in any normal list or report. Archiving inactive records helps keep your database un-cluttered while retaining all “maybe someday” records.

To view archived records choose Show “Archived” in the toolbar’s filter. Archived records cannot be edited and do not count towards plan limits.

Not currently, but we are planning to. Each Microsoft browser is essentially a "new" browser and that requires a full-cycle of adjustments and testing.

Point your device's web browser to http://norada.com and login to your account.

Absolutely, all the data that you store on Solve360 is yours after all. We provide a simple export feature that provides all of your information in a standard format that can be imported into most spreadsheet or database applications. More information ...

The Export All feature essentially provides a database export. It’s located under the “Data” dropdown in each section e.g. contacts, project blogs. This feature is only available to the administrator of your account. It provides a ZIP file that contains an XML file (the data component) and a script file (to download all uploaded files if they exist).

• The XML file preserves the relational structure i.e. it records a blog, it’s tasklists, tasks, comments, files etc. XML is a standard format supported by Excel, Microsoft Access, and can be read by any programming language.
• The script runs on your computer and will download all files uploaded to the account. The first part of the filename keys back to the reference in the XML file (its parent).
• Mail messages are stored in the Workgroup email folder and can be moved to another Rackspace or Google account by dragging the messages from the Workgroup folder to your own mail account folder using the Webmail add-on

Since you can only send a message to the entire tagged list a way to work with this is to:

1. Create or empty a scratch tag (a tag used for temporary operations)
2. Filter the results by choosing: Show {needed tags} search for {standard fields > assigned to} starts with {staff name} etc.
3. Click on the checkbox in the field header in the list (left side), choose "or add the n selected contacts to a {choose the scratch tag}"
4. Adjust the entries in the scratch tag e.g. by also removing the tag for some records based on additional filter criteria using the same "mass update" method above
5. Send the email using one of the mass email options targeting the scratch tag, if using the "Group Recipients" feature we recommend using a non-Google SMTP service via the SMTP override option.

Information on a contact record would be specific to that contact and any common information would be saved on a common company record both contacts are linked to i.e. same data is not saved in two places making duplicating contacts unnecessary.

Set your time zone under Workspace > My Account > Local settings. By default Solve360 determines your time zone based on your network address. It's about 90% accurate, if you're in the 10% where it's got it wrong simply set it manually and that should do the trick.

Click "Show form" and click on the checkbox labeled Archived.

1. Filter the items that are in the workgroup to be deleted by choosing "Show > Shared > {old workgroup name}". In the results list, click on the check box in field header and notice the toolbar change, choose change permissions and select the name of the new workgroup. You should complete this step for contacts, companies, and project blogs.
2. If you have emails in the old workgroup folder that you want to transfer you can move them from the old workgroup to the new workgroup using the Webmail Add-on (activate under Workspace > Add-ons if needed). Open Workspace > Webmail > click on the old workgroup folder > select all the emails in the old workgroup email folder (shift-click) and move them over to the new workgroup folder (right-click > move to).
3. Workspace > Set Security Workgroups > select the old workgroup > click remove.

Gmail checks whether emails are authenticated. You can address this by publishing an SPF record on your domain that includes the IPs as follows:

"ip4:173.193.132.242 -all" or "include:sendgrid.net ~all"

The Excel format has a lot of overhead and is not suitable for large lists. Instead try the "Export this list (CSV).

It's nothing to worry about, your connection between Solve360 and your browswer is still encrypted. You'll even see this from time to time when using Gmail alone. Here's why ...

Having the red [ X ] or any other warning through the HTTPS means that at least one object on the page was not delivered securely. This is something like an image, or Google Map, etc. that is loaded from a different web address. In Chrome, if you choose Wrench > Tools > Developer Tools > Network then reload the page you can hover over each resource to see if it's using HTTP or HTTPS.

Please try the following which has worked in all previous cases where this was reported.

Under iPhone's Settings > Safari ...

• Private browsing “Off”
• Accept cookies “From visited” (This seems to be the setting most often needing to be changed)
• Clear History
• Clear Cookies and Data
• Javascript “On”
• Restart Safari (or power-cycle the device)
• Start Safari (not a home screen icon) and go to http://www.norada.com and login.

Google requires you to register the identity under GMail > Mail settings > General > Send mail as. Once the identiy is added here and verified the alternate FROM address should work.

Actually if you are logging in from Google Apps your Solve360 account may not have ever had a password activated. Here is how you can set a password:

1. The Solve360 Administrator logs into Solve360 from Google and opens Workspace > Modify User Accounts > selects your account > clicks “Reset password”
2. You login to your Solve360 account and open Workspace > My Account > Password > enter the default password 12345, enter a new secure one, click Save

You can activate the verification email this way:

1. Enable the webmail add-on Workspace > Add-ons > Webmail = enable
2. Open Workspace > Webmail > the large icon with the blue documents is the workgroup folder where the incoming messages are saved
3. Click on the workgroup folder and locate your message

Check the following:

1. The sync features are enabled under Workspace > Add-ons
2. Each user has set what they want to sync. For contacts Workspace > Manage Contacts > Data > Synchronize contacts with Google For Calendar Workspace > Report & Update Activities > Show calendar events with ... > Data > Synchronize events with Google

From within your Google Apps administrator account open Manage this Domain > Solve360 > Delete Solve360.

If you have thousands of messages in your Inbox in Gmail click Settings > Labs > enable the Google Lab "Advanced IMAP controls" > Forwarding and POP/IMAP > set the option "Limit IMAP folder..." to 1000.

From Google's help page:

"IMAP clients aren't always designed to handle the huge amount of mail that users store in Gmail. If you have thousands of messages in your labels, we recommend doing some housework to clean up your labels in the web interface. Remember, the web interface shows counts of threads, not messages."

At some point we expect Google will provide a modern API to their email system. As soon as they do we'll switch to it which should make the Webmail Add-on faster when working with large message lists.

By following these four simple steps:

1. Ensure the Solve360 administrator can login from our main website at https://secure.solve360.com If you’ve only logged into Solve360 via Google Apps you may need to set a password on your account under Workspace > Modify User Accounts > select the account and click “Reset password”. Now you know your current default password you can set a secure one under Workspace > My Account > Password.
2. Send us an email requesting us to remove the link from your existing Google Apps domain (don’t worry, your Solve360 accounts and data are safe).
3. Change the registered email address for your Solve360 accounts to match the new domain by opening Workspace > Modify User Accounts > double-click on the email address to make the edit.
4. Login to the new Google Apps domain, install Solve360 from the apps marketplace and re-establish the link to your Solve360 account under More > Solve360 by Norada > choose “Existing Solve360 account”.

Category Tags in Solve360 and Groups in Google are essentially the same things - they help organize contacts. If the category tag was applied to a contact in Solve360, and that contact is synced over to Google, that contact would "retain" the Solve360 category tag by being categorized in the corresponding Google group. If the Group did not exist in Google prior to the sync, the Group corresponding to the Solve360 category tag will get auto-created. The reverse is not true> however - groups that do not exist as tags in Solve360 don't get auto-created and subsequently applied, upon sync. One has to create the tag in Solve360 first and then any contact from Google belonging to a certain group will by synced over to Solve360 and have the corresponding tag applied.

When there is a username and password entered under Workspace > Webmail > Settings > Sending and Receiving tabs the service connects to the account using a standard IMAP login (this allows users to override which Gmail account they use and use a non-Google Apps account). The IMAP login can trigger this warning and it can be ignored - it's simply our application logging into the account, some of our servers are located in a strange foreign land called Canada currently.

If the account is linked to Google Apps you don't need to enter a username or password here as the authentication is done via the Google Apps integration and you won't ever see this warning.

When you apply this label to a message in your Google Apps it will link that message to Solve360 sharing it with the other users in the respective workgroup. The message will be eligible to be linked to contacts, companies and project blogs in that workgroup. This is a feature we are currently testing and is not available to all clients yet.

Check the following:

1. Is there a linked-emails activity on the page? If not, add one by hovering over "Add an activity" and choose "Add a view for linked emails". If this option is disabled there is already one on the page.
2. Does Solve360 have a copy of the email message? You can confirm this under Workspace > Webmail > click on the large email folder with the blue documents. If you don't see the Webmail option it is enabled under Workspace > Add-ons.
3. Is there text anywhere in the message that matches the linking criteria in the linked-email activity? Review the linking criteria by hovering your mouse over the linked-email activity and clicking on the edit icon.

You do not need to bcc or forward emails when using Solve360's Webmail feature. When sending a message choose the name of the workgroup folder in the "Save in" dropdown. When receiving a message drag it to the workgroup folder (or right-click on it and choose move-to).

Ensure the data you are linking on is specific enough to produce good results. Refine the filtering criteria in the linked-email activity by hovering your mouse over the activity, clicking on the edit icon.

Since project blogs default to filtering on the Title field and do not have an email address you may need to use a deliberate pattern to ensure the emails link to the page as expected. Adding a special character such as a [ # ] with a project code is a best practice.

You'll find all of the Solve360 tutorials located online at http://norada.com/answers

Double-click inside the calendar report to open a new event form.

Since category tags support important business processes only the account administrator can create or update them (we think it’s generally good to compare notes before making changes).

There are two options 1) via a Google Docs form, or 2 our API (web script provided)

Both options provide the ability to set ownership, assign category tags, add activities, or insert predefined templates (very versatile and powerful!).

You cannot customize what you see in the "Left View". However if you look beside the "Data" button, you can see that there is a Left or Top option. This allows you to toggle between a Top view or a Left view. In Left view you can see the standard "Name", "Created"', "Last updated" and "Star" fields. In top view, you can see other fields as well if you selected the "Display in Horizontal View" option for that field under Workspace > Customize Form Fields. Otherwise if the "Show in form only" option is chosen, the field is only shown when you view the item.

Open Workspace > Subscription > click "Turn off automatic renewal" > confirm by clicking button "Turn off automatic renewal".

If you would like to continue within the next four months just re-login and enter your credit card info to extend your subscription.

The system will automatically try to process the subscription renewal each day for 5 days. Your data is ALWAYS safe regardless.

The administrator of your account can verify how the amount was calculated under Workspace > Subscription. From there they can change the plan and determine if there are more users activated than the plan provides. If there are additional users activated than needed they can be removed under Workspace > Modify User Accounts.

The person on your team who administers your Solve360 account can reset your password for you. Contact this person directly to have your password reset.

If you are the administrator for your team’s Solve360 accounts, please reach out to our support team directly and we will handle your request personally.

Norada does not automatically reset or email account passwords.

Our point of view is that you really do only want one admin (ten years experience working with small teams absolutely convinces us of this). Changes to accounts and workgroup processes and standards should be discussed and coordinated through one person. The administrator can be changed from user to user quite easily (cover for vacation etc). There’s also not much a user needs from the admin role on a day-to-day basis.

However, if you have a unique case a simple way to work around this is to setup a separate administrator account for the mutual admins to share.

If you have more than one workgroup in your Solve360 account the system won't assume which workgroups the new account should have access to. You simply need to grant the account to a workgroup under Workspace > Set Security Workgroups.

Add the new account under Workspace > Modify User Accounts. You will be billed only $10 per additional user over what the plan provides.

Absolutely, they're under Workspace > Report & Update Activities ...

Absolutely, it’s under Workspace > Report & Update Activities > Show Calendar events with ...

During the free-trial period you'll enjoy all the features available in Solve360.

To upgrade from a trial to a full account simply register your payment under Workspace > Subscription.

We have three plans that you can subscribe to: Basic, Plus and Pro. Each plan has the same features, but vary in the number of users, records (contacts/companies & project blogs) and storage available. If you need more records then you must upgrade plans. If you need more users, then you have two options: upgrade to a higher plan, or simply pay for the extra for the extra users that you use during that month. Solve360 will detect the extra users and bill you accordingly.

Our entry level option is the Basic plan.

You can see and update your subscription under Workspace > Subscription

Our API PHP example code compares the businessemail value provided against all email addresses in the system. If found it will update the first matching contact.

The Google Apps script method provides an option in the settings menu to “Update a contact if it exists by searching email fields for the value provided in this field name”.

Our Wufoo API proxy method does not currently check for or update existing contacts.