FAQs

Can I have multiple owners for one record?

At this time, each record can only have one owner in the default owner property. You can, however, create custom properties with the property type Freemiumlabs user. Properties of this type will automatically pull users in your account as options.

Why do records seem to disappear from the CRM?

Possible situations why some records may not appear include:

Your current view includes filters. Records that do not meet these filters will not be shown. Ensure all filters are cleared to view all records.

Your user permissions restrict you to viewing only records that you own or records that your team owns. If you'd like to view all records, contact your administrator for the appropriate permissions.

Why can't I find a record when I search from the dashboard?

The search functionality in the dashboard can take up to 30 minutes to index records. Hence, newly created records may not always appear in the search results until later.

What is the maximum number of engagements in a record?

The maximum number of engagements is 10,000 per record. Engagements are tasks, calls, notes, emails, and meetings that get added to the record. While any further engagements will still be created, they will not be associated to the record and therefore, will not appear in the record's timeline.

What is the difference between Company name and Associated company?

Company name in a contact record is a default single-line text property that a Freemiumlab user can update manually. This property is separate from any company associations that the contact records has and is not affected by automatic association or manual association.

Associated company as a column in the contacts dashboard shows the Name property of the associated company that the contact is associated to, and is directly affected by automatic association or manual association with the company record. In the contact record, you can see the associated company in the right panel under the Company section.