FAQs

Allison avatar Monique Bollen avatar Koushik Venkatasubramanian avatar +1
38 articles in this collection
Written by Allison, Monique Bollen, Koushik Venkatasubramanian and 1 other

Date Format

How to change the date format according to your region.
P
Written by Prerna
Updated over a week ago

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