FAQs

Allison avatar Monique Bollen avatar Koushik Venkatasubramanian avatar
37 articles in this collection
Written by Allison, Monique Bollen, and Koushik Venkatasubramanian

Adding Images into Text Box

Text box is available in (Interactions/ Complaints/ Task/ Group Mail)
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

Troubleshooting installing the new Outlook add-in

Allison avatar
Written by Allison
Updated over a week ago

Zapier - selecting your region

Why you need to select your region when setting up a zapier integration
Koushik Venkatasubramanian avatar
Written by Koushik Venkatasubramanian
Updated over a week ago

Where are the servers located?

Question about where Darzin servers are located
Allison avatar
Written by Allison
Updated over a week ago

My groupmail is not showing on stakeholder page

Troubleshooting issues with Groupmail
Allison avatar
Written by Allison
Updated over a week ago

How do I classify interactions and complaints?

Learn how to classify the content of your communications
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

SMS FAQs

Are your text messages not sending?
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to send bulk SMS

Create and send texts to your stakeholders using the SMS Feature
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Attaching files to GroupMail

See how to create a GroupMail with a file attachment
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Merging contact groups

See how to merge contact groups
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Add a new user

See how to expand your team by adding new users
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Linking and viewing file attachments

See how to link a file to a record and then view it
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to make Darzin Plug-in visible in Outlook

My outlook plug-in is not displaying
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to use Property Mapping

Easily add properties from the Google Map in Darzin
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to add an event to Darzin Calendar?

Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I enter a City for a Stakeholder's address?

How to maintain City field for Stakeholder/Property address
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

If I import an email from Outlook, does it automatically create a Stakeholder?

Outlook plugin
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to add a task to a complaint?

You can directly add a task to a complaint for users to do.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How can I see all Interactions for a shared Stakeholder?

Stakeholder Interactions view
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to add an interaction to a complaint?

You can add interactions related to a specific complaint.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How to send a notification of a complaint to a Darzin user or a third party?

Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Sharing Stakeholders or Interactions across Projects

How to share common records such as stakeholders, properties or interactions across projects
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Opening multiple records at the same time

How to open multiple records on separate tabs in the browser
Allison avatar
Written by Allison
Updated over a week ago

How to add a complaint?

Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Sharing Classifications across Projects

How to share Classifications, Contact Groups, Regions and Zones across projects
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I return to the search page results once I have viewed a record?

Returning to Search Results
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

What do the SMS Status values mean?

Viewing and Editing SMS Records
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

What is a "Record" in Darzin

How is a "record" defined in Darzin and how do I keep track of them?
Allison avatar
Written by Allison
Updated over a week ago

What is an Active User?

What to do when you reach the maximum active user limit.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

What is a "display name"?

Find out how to setup your Display Name and where it appears in Darzin
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

I have forgotten my password

Find out how to quickly reset your own Darzin password
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

What does "maximum number of logged in users" mean?

What to do when you cannot log in due to a maximum user limit
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I reset my password?

As a Darzin user you can easily reset your own password.
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I remove favourite project

Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I Setup my Favourite Project

Setup your favourite project in two easy steps
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

How do I change my favourite project

Quick and easy way of changing favourite project
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago

Why setting up a favourite project is useful?

Eliminates your navigation steps at login
Monique Bollen avatar
Written by Monique Bollen
Updated over a week ago