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BatchBook Overview
- How is BatchBook different than hosted CRM software (SalesForce.com, SugarCRM.com, SalesJunction.com, SalesBoom.com, AdaptCRM.com)?
- Do you have a mobile version of BatchBook?
- How do I access the BlackBerry version of BatchBook?
- How do I access the iPhone version of BatchBook?
- How is BatchBook different than build-it-yourself database software (QuickBase, DabbleDB.com, Access)?
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Affiliations
- Can I add new affiliation types?
- Can I affiliate companies?
- How do I affiliate records?
- What is an affiliation?
- What is the difference between a tag and an affiliation?
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Calendar
- What makes the BatchBook calendar different from other calendaring systems?
- What are SuperTag dates?
- What are "items" on the calendar?
- Can I see other account users' calendar items?
- What is the calendar List view?
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Communications
- How does BatchBook work with the HARO email list?
- Can I log e-mail communications?
- Can I change my BatchBox address?
- Can I create a note by sending an e-mail?
- Can I edit the "To" and "From" on a communication already logged in BatchBook?
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Contact Records
- How do I create a contact record?
- Can I change the picture on my contact records?
- Can I edit several records at the same time?
- How do I merge contacts?
- Do I have to re-enter the same company information for several contacts?
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Customer Support
- What kind of customer support do you provide for BatchBook?
- Do you have a phone number?
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Customization with Tags & SuperTags
- What is a tag?
- How do I tag a record?
- How do I delete a tag from a record?
- What is a SuperTag?
- What's the difference between a tag and a SuperTag?
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Dashboard
- What are Dashboard widgets?
- How do I add a Twitter Search to my Dashboard?
- How do I add a Google Search to my Dashboard?
- What is a Recent Activity?
- What is the Dashboard?
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Data Security / Storage
- Can I store credit card info in BatchBook?
- Can we store BatchBook on our servers?
- How often is my data backed up?
- How safe is my data?
- What are the system requirements to run BatchBook?
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Deals
- What is the Deals tab?
- Can I turn off the Deals tab?
- How do I manage leads and Deals in BatchBook?
- Can I limit the access of my sales staff?
- How do I change the status options for Deals?
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Importing / Exporting Data
- How do I export my data from BatchBook?
- How do I export a contact list into Excel or Numbers?
- How do I import my Twitter contacts into BatchBook?
- How do I import SuperTag data?
- What happens if I import the same contacts more than once?
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Industry Versions
- What industry versions are available in BatchBook?
- BatchBook for Sales
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Lists & Reports
- How do I get my contacts out of BatchBook?
- What kind of lists can I create?
- How do I create a list?
- How do I use contacts from BatchBook in a Mail Merge document?
- What can I do with list reports?
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Mailing Labels
- How do I create mailing labels?
- What type of labels do I need to use?
- Why aren't my mailing labels lining up right?
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Partner Integration
- What's an API?
- Do you have an API?
- What's the difference between a "sync service" and an "integration service"?
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Partner Integration - Flowtown
- What is Flowtown?
- Can I get an overview of the Flowtown integration?
- How do I set up the Flowtown integration?
- Why can't I connect to FlowTown?
- Can I search social media networks if I don't have a Flowtown account?
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Partner Integration - FreshBooks
- How do I create a FreshBooks account?
- How do I sync with Freshbooks?
- Is FreshBooks sync two-way?
- What are my syncing options for FreshBooks?
- What happens when I add new contacts to FreshBooks?
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Partner Integration - Google
- Can I add BatchBook contacts to Gmail by adding the sync tag?
- What is Google Apps integration?
- How do I integrate my Google Apps account with BatchBook?
- Can I sync contacts to other BatchBook account users' Google Contacts accounts?
- I can't find the link to create or log into my BatchBook account in Google Apps.
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Partner Integration - MailChimp
- Can I have an overview of the MailChimp integration?
- How can I learn more about MailChimp?
- How do I add MailChimp to my BatchBook account?
- How do I create a list of email addresses to send to MailChimp?
- How do I send an email blast to a group of contacts?
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Partner Integration - Shoeboxed
- How do I sync with Shoeboxed?
- What are my syncing options for Shoeboxed?
- What is Shoeboxed?
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Partner Integration - Zendesk
- What is Zendesk?
- How can I learn more about Zendesk?
- How do I create a Zendesk account?
- How do I add Zendesk to my BatchBook account?
- Could I have an overview of the Zendesk Integration?
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Payments
- Can I pay by check?
- Can I set up quarterly payments?
- Can you send me a receipt or invoice when my credit card is charged?
- How safe is my credit card?
- My credit card was declined, what do I do?
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To-Do List
- Can I create a To-Do via email?
- Can I get e-mail reminders for my To-Do List items?
- Can I import or export my To-Do List to any calendar programs?
- Can I set a time for my To-Dos?
- Can other people see my To-Do List?
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Troubleshooting
- I can't login to my account. I get an error message that my email address or password is incorrect. What can I do?
- Why can't I download a CSV, pdf, or Vcard file?
- Why do I get an "Unable to parse provided file" message when I try to import my contacts?
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Web Forms
- How do I create a web form?
- Is it possible to add contacts to BatchBook from a website?
- Is there an online sign-up form that captures contact data and enters it directly into BatchBook?
- Can I capture leads from my own website?
- How do I publish a web form on my own website?
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Your Account
- Can I change our BatchBook account URL?
- Can I restrict access to my BatchBook account?
- Can I save international address settings?
- Can the Account Admin or Owner be changed?
- Do you offer a free account?
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Partner Integration - Tungle
- What is Tungle?
- Why don't I have the Tungle option on my Sync and Integrations tab?
- Can I schedule an appointment with someone if they don't have a Tungle account?
- How much does Tungle cost?
- How do I enable Tungle?
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Recent Discussions

	03 Sep, 2010 12:33 AM	Custom name fields vs. supertags
	02 Sep, 2010 10:57 PM	To Do Template - Task Assignment
	02 Sep, 2010 06:20 PM	iPhone app request
	02 Sep, 2010 06:14 PM	Is there a way to add multiple tags to contact?
	02 Sep, 2010 06:14 PM	Supertags of companies applied to employees

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