Brexa
  • Welcome
  • Create New Account
    • How do I create a new account?
    • What information do I need to sign up?
    • Can I sign up using my social media accounts?
    • Is there a way to register using my phone number?
    • Do I need to verify my email address?
    • How do I choose a username?
    • What are the requirements for a strong password?
    • Can I use special characters in my password?
    • What should I do if my chosen username is already taken?
    • How can I reset my password during sign-up?
    • How do I verify my email address?
    • What should I do if I didn't receive the verification email?
    • Can I change my email address during sign-up?
    • How do I verify my phone number?
    • What should I do if I didn't receive the verification code?
    • Why do you need my personal information during sign-up?
    • Can I sign up without providing my full name?
    • How is my personal information protected?
    • Do I need to upload a profile picture during sign-up?
    • Can I change my personal information after signing up?
    • Where can I read the terms of service?
    • How is my data used by Brexa?
    • What are the privacy policies for new users?
    • Do I have to accept the terms and conditions to sign up?
    • Can I sign up if I'm under 18?
    • How can I delete my account if I no longer want to use Brexa?age 3
    • Can I sign up for multiple accounts with the same email?
  • Login
    • How do I log in to my account?
    • Can I log in using my social media accounts?
    • Is there a way to log in using my phone number?
    • Can I stay logged in on my device?
    • How do I log out of my account?
    • What should I do if I forget my password?
    • How can I reset my password?
    • Why is my password not working?
    • Can I change my username?
    • What should I do if I forget my username?
    • How do I set up two-factor authentication (2FA)?
    • What should I do if I don't receive the 2FA code?
    • Can I use an authenticator app for 2FA?
    • How do I disable two-factor authentication?
    • How can I recover my account if I don't have access to my email?
    • What should I do if I don't have access to my phone number?
    • How can I recover my account if it's been hacked?
    • Can I recover my account without the recovery email or phone number?
  • Settings
    • General
      • How do I set my country in the settings?
      • Can I change my country after initial setup?
      • Why is setting my country important?
      • How do I select the correct timezone for my account?
      • Can I update my timezone if I move to a different region?
      • Why is my timezone setting affecting my scheduled appointments?
      • How do I change the date format in Brexa?
      • What date format options are available?
      • Why is the date format important for my business operations?
      • How do I set the country code for my phone number?
      • Can I update the country code after account creation?
      • What happens if I select the wrong country code?
      • How do I set the default time slot for appointments?
      • Can I customise the default time slot duration?
      • Why is the default time slot setting not reflecting in my appointments?
    • Company
      • How do I set or change my company name in Brexa?
      • Can I use special characters in my company name?
      • How will changing my company name affect my account?
      • How do I update my company email address?
      • Can I use multiple email addresses for my company?
      • What should I do if my company email is not receiving notifications?
      • How do I add my company website to my profile?
      • Can I change my company website URL?
      • What type of websites can I link to Brexa?
      • How do I set the default language for my company?
      • Can I offer multiple languages for my clients?
      • How does changing the language affect my account?
      • How do I add social media links to my company profile?
      • Can I update or remove social media links?
      • Which social media platforms are supported?
      • How do I write or edit my company description?
      • Is there a character limit for the company description?
      • How does my company description appear to clients?
      • How do I enable or disable tax settings for my company?
      • Can I set different tax rates for different services?
      • How does Brexa calculate and apply taxes?
      • How do I create a custom business URL?
      • Can I change my business URL after it's been set?
      • What are the benefits of having a custom business URL?
      • How do I upload or change my company logo?
      • What are the size and format requirements for the logo?
      • How will my logo appear in the Brexa interface?
    • Price
      • How do I set the default currency for my business?
      • Can I change the currency after it has been set?
      • What currencies are supported by Brexa?
      • How do I set the position of the currency symbol (before or after the amount)?
      • Can I change the currency position for different services?
      • Why is the currency position important?
      • How do I specify the number of decimal places for prices?
      • Can I change the number of decimals for specific items?
      • How does the number of decimals affect pricing calculations?
      • How do I enable or disable cash on delivery as a payment option?
      • Can I set specific conditions for cash on delivery?
      • How does cash on delivery work within Brexa?
    • Location
      • How do I add a new business location in Brexa?
      • Can I have multiple locations for my business?
      • What information is required to add a new location?
      • How do I edit an existing location?
      • Can I update the address and contact details of a location?
      • What happens if I change the details of a location?
      • How do I delete a business location from my account?
      • What should I consider before deleting a location?
      • Can I recover a location once it has been deleted?
      • How do I assign services to specific locations?
      • Can I offer different services at different locations?
      • How do location settings affect service availability?
      • How do I manage location-specific settings such as operating hours and staff?
      • Can I customize settings for each location independently?
      • How do location settings affect appointments and bookings?
    • Working Hours
      • How do I set the operating hours for my business in Brexa?
      • Can I set different hours for different days of the week?
      • What if my business operates 24/7 or has irregular hours?
      • How do I set special hours for holidays or vacations?
      • Can I notify clients about holiday hours in advance?
      • How do holiday hours affect appointments and availability?
      • How do I manage staff availability within Brexa?
      • Can I set different schedules for each staff member?
      • How does staff availability impact booking and scheduling?
      • How do I handle staff time off or leave requests in Brexa?
      • Can staff members request time off directly through the platform?
      • How does staff leave affect service availability and scheduling?
      • How do I set up automatic notifications for changes in business hours?
      • Can clients receive notifications about updated business hours?
      • What if I need to temporarily change business hours on short notice?
  • Users & Controls
    • How do I create or manage departments in Brexa?
    • Can I assign staff members to specific departments?
    • What is the purpose of organizing staff into departments?
    • How do I add new users to my Brexa account?
    • Can I invite users with different access levels?
    • How many users can I add to my account?
    • What are user roles in Brexa and how do they work?
    • How do I assign roles to different users?
    • Can I customize permissions for each role?
    • How do I manage staff day-off requests in Brexa?
    • Can staff members request days off through the platform?
    • How does day-off management affect scheduling and operations?
    • What are developer users in Brexa?
    • How do developer users differ from regular users?
    • How do I manage developer user accounts and permissions?
  • Email Notifications
    • How do I customize email notifications sent to customers and employees in Brexa?
    • Can I personalize the content of these notifications?
    • What types of notifications can be sent to both customers and employees?
    • How do I set up email notifications for when an appointment is scheduled?
    • Can I include specific details in the scheduled appointment notifications?
    • What should customers and employees expect from these notifications?
    • How do I configure email notifications for rejected appointments?
    • Can I provide reasons for appointment rejections in the notifications?
    • How do rejected appointment notifications help in managing schedules?
    • How do I enable email notifications for accepted appointments?
    • What information is included in the accepted appointment notifications?
    • How do these notifications improve communication with customers and staff?
    • How can I set up email notifications for completed appointments?
    • Can I request feedback or reviews in these notifications?
    • How do completed appointment notifications contribute to customer satisfaction?
    • How do I manage email notifications for rescheduled appointments?
    • Can customers and employees easily understand rescheduled appointment notifications?
    • What steps should users take after receiving a rescheduled appointment notification?
    • How do I activate appointment reminder email notifications?
    • Can customers customize their appointment reminder preferences?
    • How do appointment reminders reduce no-shows and improve scheduling efficiency?
  • Payment
    • How do I integrate Stripe with Brexa for payment processing?
    • What information do I need to connect Stripe to my account?
    • Can I accept multiple currencies with Stripe?
    • How do I manage payments received through Stripe in Brexa?
    • Can I refund customers directly through Brexa using Stripe?
    • What fees are associated with Stripe transactions?
    • How do I integrate RazorPay with Brexa for payment processing?
    • What are the steps to connect RazorPay to my Brexa account?
    • Does RazorPay support different payment methods?
    • How do I track payments processed through RazorPay in Brexa?
    • Can I view transaction details and histories within Brexa?
    • How does RazorPay handle security and compliance?
    • How do I set up notifications for successful payments using Stripe and RazorPay?
    • Can customers receive payment confirmation emails through Brexa?
    • How do payment notifications enhance customer experience and transparency?
    • How do I process refunds for Stripe and RazorPay payments in Brexa?
    • What is the procedure for handling payment disputes through these platforms?
    • How does Brexa support resolution of payment-related issues?
  • Custom Fields
    • How do I add custom fields to contact profiles in Brexa?
    • Can I create different types of custom fields (text, dropdown, checkbox)?
    • How do custom fields enhance contact management?
    • How can I edit existing custom fields for contacts?
    • Is it possible to delete custom fields that are no longer needed?
    • What happens to data in deleted custom fields?
    • How do I add custom fields to store additional company details?
    • Can I categorize custom fields under different sections (e.g., services, products)?
    • How do custom company fields improve business information management?
    • How do I set up custom fields to capture specific information in enquiries?
    • Can I create mandatory fields for enquiries to ensure data completeness?
    • How do custom enquiry fields streamline inquiry handling?
    • How can I personalize client profiles using custom fields?
    • What types of information can be added to client custom fields?
    • How do custom client fields improve client relationship management?
    • How do custom fields help in detailing client projects?
    • Can I track project-specific metrics using custom fields?
    • How do custom project fields support project management?
    • How do I add custom fields to customize pipeline stages?
    • Can I set up custom fields to track progress within each stage?
    • How do custom pipeline fields enhance sales and project tracking?
  • Tags
    • How do I add tags to categorize contacts in Brexa?
    • Can I create custom tags for specific contact groups?
    • How do contact tags help in organizing and filtering contacts?
    • How do I use tags to classify company profiles in Brexa?
    • Can I assign multiple tags to a single company profile?
    • How do company tags streamline company information management?
    • How can I tag pipeline stages to categorize sales progress?
    • Can I use tags to highlight key stages or statuses in pipelines?
    • How do pipeline tags enhance sales tracking and management?
    • How do I tag enquiries to classify and prioritize them?
    • Can I create tags to identify different types of enquiries (e.g., sales, support)?
    • How do enquiry tags streamline inquiry handling and follow-ups?
    • How do I tag client profiles to segment and personalize interactions?
    • Can I use tags to identify client preferences or interests?
    • How do client tags improve client relationship management?
    • How can I tag projects to categorize and track their progress?
    • Can I create tags to indicate project status or priority levels?
    • How do project tags support project coordination and monitoring?
  • Activity
    • How do I activate or deactivate the Meeting activity type in Brexa?
    • Can I customize settings or permissions related to Meetings?
    • Why would I deactivate the Meeting activity type?
    • How do I activate or deactivate the Mail activity type in Brexa?
    • What features are available when the Mail activity type is active?
    • How does activating or deactivating Mail affect communication tracking?
    • How do I activate or deactivate the Call activity type in Brexa?
    • Are there specific settings for logging and managing Call activities?
    • What happens when I deactivate the Call activity type?
    • How do I activate or deactivate the Follow-up activity type in Brexa?
    • Can I set reminders and notifications for Follow-up tasks?
    • What benefits does activating the Follow-up activity type provide?
  • Lost Reasons
    • How do I capture lost reasons for activities in Brexa?
    • What types of activities can have lost reasons recorded?
    • Why is it important to document lost reasons for activities?
    • How do I record lost reasons for enquiries in Brexa?
    • Can I specify different types of enquiries when recording lost reasons?
    • How does tracking lost reasons for enquiries help in improving conversion rates?
    • How do I manage lost reasons within the pipeline stages in Brexa?
    • What pipeline stages can have lost reasons associated with them?
    • How do lost reasons in pipelines aid in analyzing sales performance?
  • Profile
    • Profile
      • How do I edit my profile information in Brexa?
      • Can I update my profile picture, first name, last name, and other details?
      • What fields can I modify in my profile settings?
      • How do I upload or change my profile picture in Brexa?
      • What are the recommended dimensions or file types for profile pictures?
      • How does updating my profile picture enhance my profile visibility?
      • How can I change my email address or phone number in my profile?
      • Is there a verification process for updating contact details?
      • How does updating contact information affect communication within Brexa?
      • How do I update my role, designation, or specialization in Brexa?
      • Can I add qualifications or years of experience to my profile?
      • How does updating role and designation information reflect in my profile?
      • How do I set my location and time zone in my profile?
      • Can I change my location and time zone settings at any time?
      • How does setting location and time zone impact scheduling and communication?
      • What is an employee badge in Brexa and how do I manage it?
      • Can I add additional information such as gender and age to my profile?
      • How does providing additional information benefit my profile visibility?
    • Day Off
      • How do I schedule a day off for staff members in Brexa?
      • What steps are involved in adding a new day off?
      • Can I modify or reschedule existing day offs?
      • How do I delete or cancel a scheduled day off?
      • What information should I include when scheduling a day off?
      • Is there a way to add notes or additional details to day offs?
      • How are day offs approved within Brexa?
      • Can I track the status of pending and approved day offs?
      • Are there notifications for scheduled day offs?
      • Can staff members receive reminders about upcoming day offs?
      • Is there a way to generate reports on staff day offs?
      • How can I use day off data for workforce management and planning?
    • Working Hours
      • How do I edit my working hours in Brexa?
      • Can I customize my availability for different days of the week?
      • Can I set regular working hours for weekdays?
      • How do I manage irregular or flexible working schedules?
      • Is there an option to add breaks within my working hours?
      • How do I handle exceptions or changes to my regular availability?
      • How does Brexa handle different time zones for working hours?
      • Can I adjust my working hours based on my location and time zone?
      • Are my working hours visible to my team members in Brexa?
      • How do my availability settings impact scheduling and collaboration?
      • Are there notifications when my working hours are updated?
      • Can team members see when I am available or unavailable?
  • Contact
    • How do I create a new contact in Brexa?
    • What information is required when adding a contact (e.g., first name, email, phone number)?
    • Can I edit or update contact information after it's been entered?
    • How do I ensure the accuracy and completeness of contact details?
    • How do I assign an owner to a contact in Brexa?
    • Can multiple users have ownership of the same contact?
    • What is the purpose of contact types in Brexa?
    • How do I categorize contacts based on their type (e.g., lead, client)?
    • Can I view when a contact was created and by whom?
    • Is there a history log of actions taken on each contact?
    • How do I add contacts to specific lists and stages in Brexa?
    • What are the benefits of categorizing contacts into lists and stages?
    • How does Brexa integrate with different communication channels for contacts?
    • Can I track interactions with contacts across different channels (e.g., email, phone)?
    • What actions can I take on contacts within Brexa (e.g., schedule follow-up, send email)?
    • How do I prioritize follow-ups and actions based on contact details?
    • Can I generate reports or analytics based on contact data in Brexa?
    • How does managing contacts in Brexa contribute to overall business insights?
    • How do I mark a contact as inactive in Brexa?
    • Can I reactivate inactive contacts if needed?
    • What happens to inactive contacts in terms of visibility and actions?
    • How do I create and manage contact lists in Brexa?
    • Can I segment contacts into different lists based on criteria?
    • How do contact lists facilitate targeted communications and campaigns?
    • Can I filter contacts based on different criteria (e.g., contact type, owner)?
    • How do segmentation features help in organizing and targeting contacts?
    • How can I use contact lists in Brexa for marketing campaigns?
    • Is there integration with email marketing tools to reach contacts in specific lists?
    • Who can access and manage contact lists in Brexa?
    • Are there permissions settings to restrict access to sensitive contact information?
    • How does Brexa handle data maintenance for contacts, including cleaning up inactive or outdated information?
    • Can I automate processes for updating and managing contact lists?
  • Enquiry/Lead
    • How do I create a new enquiry in Brexa?
    • What information is required when adding an enquiry (e.g., requirement title, channel)?
    • What are the different stages of an enquiry in Brexa (e.g., Open, Lost, Won)?
    • How do I move an enquiry from one stage to another?
    • How do I assign an owner to an enquiry in Brexa?
    • Can multiple users collaborate on the same enquiry?
    • How does Brexa integrate with different enquiry channels (e.g., email, website form)?
    • Can I track the source of each enquiry and its associated channel?
    • What is the purpose of the enquiry ID in Brexa?
    • How can I view detailed information about each enquiry (e.g., email, created date)?
    • What actions can I take on enquiries within Brexa (e.g., schedule follow-up, send email)?
    • How do I prioritize actions based on enquiry details and stages?
    • Can I generate reports on enquiry performance and conversion rates?
    • How does managing enquiries in Brexa contribute to sales forecasting and analysis?
    • How do I manage junk enquiries in Brexa?
    • Is there a way to filter out irrelevant or spam enquiries effectively?
    • How does Brexa handle data maintenance for enquiries, including archiving or deleting outdated information?
    • Can I automate processes for managing and updating enquiry statuses?
  • Company
    • How do I create a new company profile in Brexa?
    • What information is necessary when adding a company (e.g., name, website, email)?
    • Can I edit or update company information after it's been entered?
    • How do I ensure accuracy and completeness of company details?
    • How do I assign an owner to a company in Brexa?
    • Can multiple users have ownership of the same company?
    • What channels can I track for interactions with each company (e.g., email, phone)?
    • Is there a log of interactions and activities associated with each company?
    • What is the purpose of the company ID in Brexa?
    • How can I view detailed information about each company (e.g., country, created date)?
    • What actions can I take on companies within Brexa (e.g., schedule follow-up, log call)?
    • How do I prioritize actions based on company details and interactions?
    • Can I generate reports on company performance and engagement?
    • How does managing companies in Brexa contribute to business growth and strategy?
    • How does Brexa handle data maintenance for companies, including archiving or deleting outdated information?
    • Can I automate processes for updating and managing company profiles?
    • How does Brexa integrate with different channels for company communication and management?
    • Can I sync company data with other platforms or tools for seamless operations?
  • Pipelines
    • How do I use pre-existing pipelines in Brexa?
    • Can I customize stages within existing pipelines to fit my needs?
    • How do I create a new pipeline in Brexa?
    • What steps are involved in defining stages for a new pipeline?
    • Can I customize the stages within a pipeline to match our specific workflow?
    • How flexible is the stage customization process?
    • How does using pipelines help in tracking the status of projects or deals?
    • Can I see a visual representation of where each project stands within the pipeline?
    • How do I move projects or deals from one stage to another within a pipeline?
    • Is there a way to automate stage transitions based on certain conditions?
    • How does the pipeline feature integrate with contacts, companies, and other modules in Brexa?
    • Can I link specific contacts or companies to projects within a pipeline?
    • Can I generate reports on pipeline performance and deal progress?
    • How does analyzing pipelines contribute to forecasting and business strategy?
    • Can team members collaborate on projects within pipelines?
    • Are there notifications for updates or changes in pipeline stages?
    • How does Brexa handle data maintenance for pipelines, including archiving or deleting outdated information?
    • Can I export pipeline data for external analysis or reporting purposes?
  • Clients
    • Clients
      • How do I add a new client in Brexa?
      • What information is necessary when adding a client (e.g., name, email, phone number)?
      • How do I assign an owner to a client in Brexa?
      • Can multiple users have ownership of the same client?
      • What is the purpose of the client ID in Brexa?
      • How can I view detailed information about each client (e.g., created date, owner)?
      • Can I track interactions and activities associated with each client (e.g., meetings, emails)?
      • Is there a history log of actions taken with each client?
      • What actions can I take on clients within Brexa (e.g., schedule meeting, send proposal)?
      • How do I prioritize actions based on client details and interactions?
    • Client Projects
      • How do I create a new project for a client in Brexa?
      • What information is necessary when adding a project (e.g., name, cost, due date)?
      • Can I track project details such as cost and due date in Brexa?
      • How do I ensure accuracy and completeness of project information?
      • What are the different project statuses available in Brexa?
      • How do I update the status of a project as it progresses?
      • How do I assign an owner to a project in Brexa?
      • Can multiple users collaborate on the same project?
      • What is the purpose of the project ID in Brexa?
      • How can I view detailed information about each project (e.g., created date, owner)?
      • What actions can I take on projects within Brexa (e.g., set milestones, track progress)?
      • How do I prioritize actions based on project deadlines and milestones?
  • Set Up
    • Scheduled Services
      • How do I edit the name or image of an existing appointment category?
      • How do I delete an appointment category?
      • Can I rearrange the order of appointment categories?
      • Can I have multiple images for an appointment category?
      • Is there a limit to the number of appointment categories I can create?
      • How do I create an appointment within a specific category?
      • How do I choose the mode of an appointment (e.g., in-person, online)?
      • Can I assign multiple staff members to a single appointment?
      • How do I set the price for an appointment?
      • Is there a way to add an image for each appointment?
      • How do I set the duration for an appointment?
      • How do I edit the details of an existing appointment?
      • Can I change the category of an existing appointment?
      • How do I delete an appointment that is no longer needed?
      • How do I view all appointments within a specific category?
      • How do I add staff members to an appointment?
      • Can I assign different staff members to different appointments within the same category?
      • How do I manage the availability of staff for appointments?
      • How do I set different prices for different appointments?
      • Can I offer discounts or promotional pricing for appointments?
      • How do I handle payments for appointments?
      • How detailed should the description for each appointment be?
      • Can I add custom fields to capture additional information during appointment booking?
      • Is there a limit to the number of appointments I can create within a category?
    • Services
      • How do I create a new service category?
      • Can I upload an image or icon to represent a service category?
      • How do I edit the name or image of an existing service category?
      • How do I delete a service category?
      • Can I rearrange the order of service categories?
      • Can I have multiple images for a service category?
      • Is there a limit to the number of service categories I can create?
      • How do I create a new service within a specific category?
      • How do I set the price for a service?
      • Can I upload an image or video for each service?
      • How do I set the duration for a service?
      • How do I edit the details of an existing service?
      • Can I change the category of an existing service?
      • How do I delete a service that is no longer needed?
      • How do I view all services within a specific category?
      • How do I assign staff members to a service?
      • Can I assign different staff members to different services within the same category?
      • How do I manage the availability of staff for services?
      • Can I offer discounts or promotional pricing for services?
      • How do I handle payments for services?
      • Can I add custom fields to capture additional information during service booking?
      • Is there a limit to the number of services I can create within a category?
    • Products
      • How do I create a new product category?
      • Can I upload an image or icon to represent a product category?
      • How do I edit the name or image of an existing product category?
      • How do I delete a product category?
      • Can I rearrange the order of product categories?
      • Can I have multiple images for a product category?
      • Is there a limit to the number of product categories I can create?
      • How do I create a new product within a specific category?
      • How do I set the price for a product?
      • Can I upload an image or video for each product?
      • How do I add a description for a product?
      • How do I set the stock quantity for a product?
      • How do I edit the details of an existing product?
      • Can I change the category of an existing product?
      • How do I delete a product that is no longer needed?
      • How do I view all products within a specific category?
      • How do I manage product variations (e.g., sizes, colors)?
      • Can I offer discounts or promotional pricing for products?
      • How do I handle payments for products?
      • Can I add custom fields to capture additional information for each product?
      • Is there a limit to the number of products I can create within a category?
    • Meetings
      • How do I set up my profile avatar for clients to see?
      • How can I add a description to my calendar profile for clients?
      • How do I allow clients to book meetings on my calendar?
      • Can I set different types of meetings for clients to choose from?
      • How do I specify the duration and details for each meeting type?
      • How do I manage my availability for client bookings?
      • Can I set buffer times between client meetings?
      • How do clients receive confirmation and reminders for their booked meetings?
      • Can I integrate my calendar with Google Calendar or Outlook for client bookings?
      • How do I share my calendar link with clients for booking?
      • Can I restrict access to my calendar link for booking?
      • How do I handle overlapping meeting requests from clients?
      • Can clients see my available time slots before booking a meeting?
      • How do I customize the appearance of my calendar for client bookings?
      • How can I attach files or documents for clients to see when booking a meeting?
      • Can I set up virtual meeting links (e.g., Zoom, Microsoft Teams) for client appointments?
      • How do I handle time zone differences for international client meetings?
      • Can clients cancel or reschedule their bookings?
      • How do I receive notifications for upcoming client meetings?
      • How do I block out personal time on my calendar to prevent client bookings during those times?
      • Can I view and manage all client bookings in a list format?
      • How do I assign client meetings to specific team members?
      • How can I set recurring client meetings?
      • Is there a way to collect additional information from clients when they book a meeting?
      • How do I set up automated meeting invitations and reminders for clients?
    • Form Builder
      • How can I make certain fields mandatory for form submission?
      • How do I create conditional logic to show or hide fields based on user responses?
      • Can I integrate my form with external tools like Google Sheets or a CRM?
      • How do I customize the confirmation message shown after form submission?
      • Can I add custom CSS or styles to my form?
      • How do I duplicate an existing form to create a similar one quickly?
      • Can I set a field to accept only specific formats (e.g., phone numbers, email addresses)?
      • How do I set default values for certain fields in my form?
      • How can I limit the number of characters in a text field?
      • Can I set up email notifications for specific team members when a form is submitted?
      • How do I track and analyze the performance of my forms (e.g., submission rates, completion times)?
      • Can I create multi-page forms for longer surveys or applications?
      • How do I import and export form data?
      • Is there a way to prevent spam submissions on my forms?
      • How do I test my form to ensure all fields and logic work correctly?
      • Can I embed my form on an external website or share it via a link?
      • How do I manage and organize multiple forms within the Form Builder?
      • How do I recover a form that I accidentally deleted?
      • Can I set up an approval workflow for form submissions?
      • How do I customize the error messages for invalid inputs?
      • How do I integrate payment fields to accept online payments?
      • Can I create a form that auto-saves user progress if they leave and return later?
      • How do I limit the number of form submissions to a specific number?
      • Can I set expiration dates for my forms?
      • How do I add tooltips or help text to guide users in filling out the form?
      • How can I use form responses to trigger automated actions in other parts of Brexa?
      • How do I ensure my form is mobile-friendly and responsive?
      • Can I allow users to upload multiple files in a single form submission?
      • How do I handle form submissions that require additional documentation or follow-up?
      • How do I configure form settings for GDPR compliance?
    • Custom Store
      • How do I customize the overall layout and design of my custom store?
      • Can I create custom landing pages or promotional pages within my store?
      • How do I integrate customer reviews and testimonials into my custom store?
      • Can I add multimedia content such as videos or interactive elements to my store pages?
      • How do I set up a blog or news section within my custom store?
      • Can I create custom forms for gathering customer feedback or inquiries?
      • How do I manage and display featured content or special promotions on my store?
      • Can I customize the navigation menu and footer of my custom store?
      • How do I optimize my store's performance and loading speed?
      • Can I schedule content updates or promotions in advance on my store?
      • How do I ensure my custom store is compliant with data protection regulations?
      • Can I create custom URLs or redirects within my store for specific campaigns?
      • How do I add interactive elements like polls or quizzes to engage customers?
      • Can I set up event registration or booking forms through my custom store?
      • How do I customize the checkout process to match my branding and customer experience goals?
      • Can I create different storefronts or microsites within my custom store for different audiences or product lines?
      • How do I integrate customer support features like live chat or helpdesk solutions into my store?
      • Can I create gated content areas or membership options within my custom store?
      • How do I set up and manage promotional banners or sliders on my store pages?
    • ChatBot
      • How do I create a new app in Brexa? What are the initial steps?
      • Can I customize the app name, logo, and theme colors according to my brand?
      • What customization options are available for uploading images like splash screens and app icons?
      • How do I set the font family and primary colors for consistency across my app?
      • Can I personalize the welcome message and avatar for users interacting with the app?
      • How do I integrate WhatsApp and other platforms like Facebook into my app?
      • What are the steps to generate an APK for Android deployment from my app in Brexa?
      • How do I set up and customize a chatbot within my app?
      • What data sources can I integrate with the AI Assist feature in Brexa?
      • How do I create and automate customer communications using the AI Assist tool?
      • Can I embed a website URL or social media feed into my app? How is it done?
      • How do I organize and manage a gallery of images and videos within my app?
      • Are there options to add interactive elements like forms or surveys to my app?
      • How do I ensure my app is compatible with different devices and screen sizes?
      • Can I preview and test the app before making it live for users?
      • How do I update and modify app settings and features once it's live?
      • Are there analytics or insights available to track app usage and user interactions?
      • How do I manage permissions and access levels for different users interacting with the app?
      • Can I set up notifications or alerts within the app to keep users informed?
      • How do I ensure security and data protection measures are implemented in my app?
      • Can I create multiple apps within Brexa? How do I manage them effectively?
      • Is there a limit to the number of widgets or components I can add to my app?
      • How customizable are the widgets within the app? Can I rearrange them or resize them?
      • Are there templates or pre-designed layouts available to expedite app creation?
      • How do I set up user authentication and login features within my app?
      • Can I integrate third-party APIs or services not listed in the default integrations?
      • What options do I have for monetizing my app, such as in-app purchases or subscriptions?
      • How can I optimize my app for SEO (Search Engine Optimization) and app store visibility?
      • Can I localize my app for different languages or regions? How is localization managed?
      • How frequently are updates and new features rolled out for the app building tools in Brexa?
      • Are there community forums or support resources available for developers working with Brexa apps?
      • Can I export data collected through my app for analysis or external use?
      • How do I handle user feedback and customer support inquiries received through the app?
      • Are there options for offline access or caching within the app for better user experience?
      • How do I ensure compliance with app store guidelines and regulations when publishing my app?
      • Can I set up automated workflows or notifications based on user interactions within the app?
      • How is app performance monitored, and what tools are available for troubleshooting issues?
      • Can I add custom scripts or code snippets to extend the functionality of my app?
      • How do I integrate analytics tools to track user behavior and app performance metrics?
      • What are the costs associated with hosting and maintaining apps created in Brexa?
    • Marketing Automation
      • How do I create a new marketing automation flow in Brexa?
      • What are the available triggers that can initiate a marketing automation sequence?
      • Can I personalize emails and messages based on customer data or behaviors?
      • How do I integrate external platforms or tools into my marketing automation?
      • What types of actions or tasks can be automated within Brexa's marketing automation?
      • Can I schedule marketing campaigns and sequences to run at specific times?
      • How do I segment my audience for targeted marketing campaigns?
      • Are there templates or examples available to help me get started with marketing automation?
      • How can I track the performance and effectiveness of my marketing automation campaigns?
      • Can I set up A/B testing for different versions of my marketing messages?
      • How does Brexa handle compliance with email marketing laws and regulations?
      • What reporting and analytics tools are available to measure the ROI of my marketing efforts?
      • How can I integrate lead scoring or qualification into my marketing automation workflows?
      • Can I automate follow-ups and nurture sequences based on customer interactions?
      • How do I ensure that my marketing automation flows are optimized for maximum engagement?
      • Are there options for integrating SMS or social media messaging into my automation flows?
      • How secure is customer data within Brexa's marketing automation features?
      • Can I set up automated responses or actions based on customer inquiries or feedback?
      • How do I manage unsubscribes and opt-outs within my marketing automation?
      • What support resources are available for learning more about advanced features in Brexa's marketing automation?
    • Workflow Automation
      • How do I create a new workflow automation in Brexa?
      • What are the typical use cases for workflow automation in a business context?
      • Can I automate task assignments and notifications within workflows?
      • What types of triggers can initiate a workflow automation sequence?
      • How flexible are the conditions and actions that can be set within a workflow?
      • Can I integrate external systems or applications into my workflow automation?
      • How do I set up approval processes and escalations within a workflow?
      • Are there templates or examples available to help me get started with workflow automation?
      • Can I automate data entry or updates across different modules within Brexa?
      • How do I handle exceptions or errors within a workflow automation?
      • Can workflows be scheduled to run at specific times or intervals?
      • How is data security and access control managed within workflow automations?
      • What reporting and analytics tools are available to track the performance of workflow automations?
      • Can I create nested or conditional workflows based on complex business rules?
      • How do I ensure compliance with internal policies and procedures using workflow automation?
      • Are there options for integrating email notifications or alerts into workflow processes?
      • Can I automate customer communications or follow-ups based on workflow triggers?
      • How can I monitor and troubleshoot workflow performance and bottlenecks?
      • Are there limits or restrictions on the number of steps or actions in a workflow?
      • What support resources are available for learning more about advanced features in Brexa's workflow automation?
    • Smart Forms
      • How do I create a new smart form in Brexa?
      • What are the different types of flows or sections I can include in a smart form?
      • Can I customize the appearance and layout of the smart form?
      • How flexible are the fields and options I can add to a smart form?
      • Can smart forms be segmented or branched based on user responses?
      • How do I integrate smart forms into specific stages of an enquiry or pipeline?
      • Can I embed multimedia or interactive elements within a smart form?
      • What automation options are available for handling submissions from smart forms?
      • Are there templates or examples available to help me design effective smart forms?
      • How do I analyze and export data collected through smart forms?
      • Can smart forms be used for lead generation or customer feedback purposes?
      • How secure is the data collected through smart forms within Brexa?
      • Are there options for integrating smart forms with external systems or applications?
      • Can smart forms support multi-language or localization features?
      • How do I customize notifications or follow-ups based on smart form submissions?
      • What reporting and analytics tools are available to track smart form performance?
      • How can I ensure compliance with data protection regulations when using smart forms?
      • Can smart forms be used offline or on mobile devices for field operations?
      • How do I manage updates or changes to existing smart forms?
      • What support resources are available for learning more about advanced features in Brexa's smart forms?
    • Knowledge Base
      • How do I create a new article or blog post in the Knowledge Base?
      • Can I categorize articles into different groups or sections?
      • What options are available for formatting and styling content within articles?
      • Is there a preview feature to see how articles will appear to customers?
      • Can I schedule articles to be published at specific times?
      • How do I manage revisions or updates to existing articles?
      • Are there templates available to help me get started with creating articles?
      • Can articles include multimedia elements like images, videos, or embedded content?
      • How do customers access the Knowledge Base to view articles?
      • Can I restrict access to certain articles based on customer roles or permissions?
      • Are there analytics or insights available to track article views and engagement?
      • Can I integrate the Knowledge Base with other parts of Brexa, like enquiries or customer support?
      • How do I ensure that articles are searchable and easy for customers to find?
      • Is there version control for managing changes to articles over time?
      • Can articles include interactive elements like forms or surveys?
      • How do I handle comments or feedback from customers on articles?
      • Are there options for translating articles into different languages?
      • What are the SEO capabilities for articles within the Knowledge Base?
    • Announcements
      • How do I create a new announcement in Brexa?
      • Can I schedule announcements to be displayed at specific times?
      • What options are available for formatting messages within announcements?
      • Is there a character limit for announcements?
      • How do I select whether to show announcements to staff or clients?
      • Can I preview how announcements will appear to recipients?
      • How are announcements displayed to users within the Brexa interface?
      • Can I include multimedia or links within announcements?
      • How do I edit or delete existing announcements?
      • Are there templates available for creating different types of announcements?
      • Can announcements be customized based on user roles or groups?
      • How do I track engagement or responses to announcements?
      • Is there an option to send announcements via email or other channels?
      • Can I set reminders or follow-ups related to announcements?
      • How secure is the information shared through announcements?
      • Are there analytics or reporting features for measuring the impact of announcements?
      • Can announcements be archived or categorized for future reference?
      • How do I manage feedback or responses from staff or clients regarding announcements?
      • Are there restrictions on the number of announcements I can create?
      • What support resources are available for learning more about advanced features in Brexa's announcement system?
    • Smart Popups
      • How do I create a new popup in Brexa?
      • What types of popups can I create using the Smart Popup feature?
      • Can I customize the design and appearance of popups?
      • What options are available for triggering popups on my website or app?
      • Can popups include multimedia elements like images, videos, or forms?
      • Is there a preview feature to see how popups will appear to visitors?
      • How do I specify where and when popups should appear on my website?
      • Can I set rules or conditions for displaying popups based on user behavior?
      • Are there templates available for creating different types of popups?
      • How do I integrate popups with other parts of Brexa, like enquiries or campaigns?
      • Can popups be targeted to specific user segments or demographics?
      • How do I track interactions or conversions from popups?
      • Can I schedule popups to appear at specific times or dates?
      • How do I analyze the performance or effectiveness of my popups?
      • Are there options for A/B testing different popup designs or messages?
      • How secure is customer data collected through popups?
      • Can popups be used for lead generation or to promote special offers?
      • What are the SEO capabilities for popups within Brexa?
    • Push Notifications
      • How do I create a new push notification in Brexa?
      • Can I schedule push notifications to be sent at specific times?
      • What types of messages or content can I include in push notifications?
      • How do I target specific segments or groups of customers with push notifications?
      • Are there options for personalizing push notifications based on user behavior or preferences?
      • Can push notifications include multimedia elements like images or videos?
      • Is there a limit to the number of push notifications I can send?
      • How do customers receive and interact with push notifications?
      • Can I track delivery and open rates for push notifications?
      • Are there analytics or reporting features to measure the effectiveness of push notifications?
      • How do I ensure push notifications comply with data protection regulations?
      • Can push notifications be integrated with other parts of Brexa, like campaigns or customer support?
      • How secure is customer data used for sending push notifications?
      • Can I set up automated or triggered push notifications based on user actions?
      • What are the best practices for optimizing push notification engagement?
      • How do I handle feedback or responses from customers regarding push notifications?
      • Are there templates available for creating different types of push notifications?
      • Can push notifications be used for promoting offers, updates, or events?
      • How do I manage unsubscribes or opt-outs from push notifications?
  • Live Chat
    • How do I access the live chat feature in Brexa?
    • What is the difference between the "All," "My," and "Closed" sections in live chat?
    • How do I view all live chat sessions initiated by customers?
    • Can I filter or sort live chats by date, customer, or status in the "All" section?
    • Is there a way to monitor real-time chat activity for all agents?
    • How do I view live chat sessions assigned to me?
    • Can I reassign live chat sessions to other agents if needed?
    • How do I manage multiple live chat sessions simultaneously?
    • How do I access closed live chat sessions for review?
    • Can I reopen or follow up on closed live chat sessions?
    • Is there an option to archive closed chats for future reference?
    • How do I accept or assign live chat sessions to myself or other agents?
    • Can I set up automated rules for assigning chats based on agent availability or expertise?
    • Is there a way to transfer an ongoing chat to another agent?
    • How can I initiate a live chat with a customer visiting our website?
    • Can customers initiate live chat sessions from different channels (e.g., website, app)?
    • How do I handle multiple customer queries in a single live chat session?
    • What tools are available to enhance live chat interactions (e.g., canned responses, file sharing)?
    • Can I integrate live chat with our CRM to capture customer details and chat history?
    • How do I set up automated responses or chatbots to handle common queries?
    • How can I monitor live chat performance and agent activity in real time?
    • Is there a way to generate reports on live chat metrics (e.g., response time, resolution rate)?
    • Can I track customer satisfaction and feedback from live chat sessions?
    • How is customer data handled and protected during live chat sessions?
    • Can I set permissions and access controls for agents using the live chat feature?
    • How do I ensure compliance with data protection regulations during live chat interactions?
    • Can I customize the appearance and behavior of the live chat widget on our website?
    • How do I set business hours and offline messages for live chat?
    • Is there an option to create different chat workflows for different customer segments?
  • Bot Chat
    • How do I access the bot chat feature in Brexa?
    • What is the difference between the "Active" and "Closed" sections in bot chat?
    • How do I view all active bot chat sessions?
    • Can I intervene in or take over an active bot chat session if needed?
    • Is there a way to monitor the bot's real-time interactions with customers?
    • How do I access closed bot chat sessions for review?
    • Can I reopen or follow up on closed bot chat sessions?
    • Is there an option to archive closed bot chats for future reference?
    • How do I manage the bot's responses and behavior during chats?
    • Can I customize the bot's responses to common customer queries?
    • How do I update or modify the bot's knowledge base to improve its effectiveness?
    • How can I ensure that the bot effectively engages with customers?
    • Can customers seamlessly transition from bot chat to live agent chat if needed?
    • How do I handle scenarios where the bot cannot resolve a customer's query?
    • How can I monitor the performance of the bot in real time?
    • Is there a way to generate reports on bot chat metrics (e.g., response time, resolution rate)?
    • Can I track customer satisfaction and feedback from bot chat sessions?
    • How do I set up and configure the bot for different types of customer interactions?
    • Can I define specific workflows or decision trees for the bot to follow?
    • How do I integrate the bot with other tools and systems in Brexa?
    • How is customer data handled and protected during bot chat sessions?
    • Can I set permissions and access controls for managing bot chat features?
    • How do I ensure compliance with data protection regulations during bot interactions?
    • Can I customize the appearance and behavior of the bot chat widget on our website?
    • How do I set business hours and offline messages for the bot chat?
    • Is there an option to create different bot chat workflows for different customer segments?
    • How do I ensure a smooth transition from bot chat to live agent chat when necessary?
    • Can I set rules for when the bot should escalate a conversation to a live agent?
    • How do I ensure continuity and context when a chat is handed over from the bot to an agent?
  • Messages
    • How do I access the messages feature in Brexa?
    • What types of messages can I view and manage in Brexa?
    • How do I view all messages related to enquiries, pipelines, and client projects?
    • Can I filter or sort messages by date, sender, or project?
    • Is there a search function to find specific messages quickly?
    • How do I respond to messages from enquiries, pipelines, or client projects?
    • Can I assign messages to specific team members for follow-up?
    • How do I mark messages as read, unread, or important?
    • How do I set up notifications for new messages in Brexa?
    • Can I customize notification preferences for different types of messages?
    • Is there a way to receive real-time alerts for important messages?
    • How do I categorize and organize messages for easy access?
    • Can I create folders or labels for different types of messages?
    • Is there a way to archive old messages for future reference?
    • How do messages integrate with other Brexa features like enquiries and client projects?
    • Can I link messages to specific tasks or appointments?
    • Is there a way to track the history of conversations related to a specific project or client?
    • How is message data handled and protected in Brexa?
    • Can I set permissions and access controls for managing messages?
    • How do I ensure compliance with data protection regulations for message content?
    • Can I customize the layout and appearance of the messaging interface?
    • How do I set up automated responses or templates for common queries?
    • Is there a feature to schedule messages to be sent at a later time?
    • How do I manage multiple conversations simultaneously?
    • Can I switch between different message threads easily?
    • Is there a way to prioritize certain conversations over others?
  • Teamchat
    • How do I access the Teamchat feature in Brexa?
    • What are the main functionalities of Teamchat in Brexa?
    • How do I create a new team chat or group chat?
    • Can I add or remove team members from a chat group?
    • How do I invite new members to join Teamchat?
    • How do I send messages in Teamchat?
    • Can I send files, images, or other attachments through Teamchat?
    • How do I format my messages (e.g., bold, italics, lists) in Teamchat?
    • How do I set up notifications for new messages in Teamchat?
    • Can I customize notification settings for different chats or groups?
    • Is there a way to mute notifications for specific chats or during certain times?
    • How do I create channels or categories for different projects or departments?
    • Can I pin important messages or chats for easy access?
    • Is there a way to archive old chats or conversations?
    • How do I search for specific messages or files in Teamchat?
    • Can I filter messages by date, sender, or keyword?
    • Is there a way to view the chat history for a particular conversation?
    • How does Teamchat integrate with other Brexa features like tasks or projects?
    • Can I link a Teamchat conversation to a specific project or client?
    • Is there a way to automate certain actions in Teamchat (e.g., task creation from messages)?
    • How is data handled and protected in Teamchat?
    • Can I set permissions and access controls for different chat groups?
    • How do I ensure compliance with data protection regulations in Teamchat?
    • Can I customize the appearance and layout of Teamchat?
    • How do I set up automated messages or chatbots within Teamchat?
    • Is there a feature to schedule messages to be sent at a later time?
    • How do I manage multiple chat conversations simultaneously?
    • Can I switch between different chat threads easily?
    • Is there a way to prioritize certain conversations over others?
    • What collaboration tools are available within Teamchat?
    • How do I create and manage polls or surveys in Teamchat?
    • Can I integrate Teamchat with calendar events or meeting schedules?
  • More
    • Finance
      • How do I access the invoices section in Brexa?
      • What are the main functionalities of the invoices feature?
      • How do I create a new invoice?
      • Can I edit an existing invoice?
      • How do I add line items, discounts, or taxes to an invoice?
      • Is there a way to save an invoice as a draft before sending it?
      • What information is required to create an invoice?
      • How do I assign an Invoice Id?
      • Can I customize the fields such as Name, Email, Mobile No, and Invoice Type?
      • How do I specify the "Related To" field for an invoice?
      • How do I view all invoices in the system?
      • Can I filter invoices by status (e.g., paid, unpaid, overdue)?
      • How do I search for a specific invoice using the Invoice Id or customer details?
      • Is there a way to sort invoices by date, amount, or status?
      • What are the different invoice statuses (e.g., paid, unpaid, overdue) and what do they mean?
      • How do I change the status of an invoice?
      • What actions can I take on an invoice (e.g., send reminder, delete, duplicate)?
      • Can I generate a PDF or print an invoice directly from Brexa?
      • How do I send an invoice to a customer via email?
      • Can I customize the email message that accompanies the invoice?
      • Is there a way to track if an invoice email has been opened by the recipient?
      • How do I record a payment against an invoice?
      • Can I issue partial payments and track them?
      • How do I handle refunds or adjustments to an invoice?
      • Is there a way to set up automated reminders for overdue invoices?
      • How do I generate reports on invoice metrics such as total invoiced amount, outstanding payments, and overdue invoices?
      • Can I export invoice data to a spreadsheet or accounting software?
      • Is there a dashboard to monitor the financial performance of invoices?
      • Can I customize the layout and design of the invoices?
      • How do I add my company logo and branding to invoices?
      • Is there an option to include terms and conditions or notes on the invoices?
      • How is invoice data protected in Brexa?
      • Can I set permissions for different users to view, create, or edit invoices?
      • How do I ensure compliance with financial regulations and data protection laws?
      • Can I integrate Brexa's invoice feature with other financial software (e.g., QuickBooks, Xero)?
      • How do I synchronize invoice data with my accounting system?
      • Is there an option to set up automated workflows involving invoices?
    • Reports
      • How do I access the reports section in Brexa?
      • What types of reports are available in Brexa?
      • How do I view a specific report (e.g., tasks, enquiries, pipelines)?
      • Can I filter reports by date, status, or other criteria?
      • How do I navigate between different types of reports?
      • What information is included in each report type?
      • How often are the reports updated?
      • Can I see detailed data or breakdowns within each report?
      • Can I customize the fields or columns displayed in the reports?
      • Is there an option to create custom reports based on specific criteria?
      • How do I save custom report views for future use?
      • How do I export a report to a spreadsheet or PDF?
      • Can I share reports with other team members or external stakeholders?
      • Is there a way to schedule automatic report generation and delivery?
      • How do I interpret the data in the reports?
      • Are there visualizations (e.g., charts, graphs) to help analyze the data?
      • Can I compare data across different time periods or categories?
      • What key performance indicators (KPIs) are tracked in the reports?
      • How do I track the progress of tasks, enquiries, or pipelines through the reports?
      • Can I set goals or benchmarks within the reports to measure performance?
      • Who has access to view and manage the reports?
      • Can I set permissions for different users to access specific reports?
      • How is report data protected and secured in Brexa?
    • Boards
      • How do I access the Boards feature in Brexa?
      • What are the main functionalities of Boards in Brexa?
      • How do I create a new board?
      • Can I duplicate or copy an existing board?
      • How do I delete a board that is no longer needed?
      • How do I name or rename a board?
      • Can I customize the layout or structure of a board?
      • How do I add or remove columns on a board?
      • How do I assign staff members to a board?
      • Can I assign multiple staff members to the same board?
      • How do I change or remove assigned staff from a board?
      • How do I make a board public or private?
      • What are the differences between public and private boards?
      • Can I change a board from public to private or vice versa after it has been created?
      • How do I add tasks to a board?
      • Can I move tasks between different boards?
      • How do I edit or delete tasks on a board?
      • How do I assign tasks to specific team members?
      • Can I set due dates or priorities for tasks on a board?
      • How do I track the progress or status of tasks on a board?
      • How do I leave comments or notes on tasks or boards?
      • Can I attach files or documents to tasks or boards?
      • How do I notify team members about updates or changes on a board?
      • Can I integrate boards with other features or tools in Brexa?
      • How do I set up automation for task creation or updates on a board?
      • Is there an option to sync boards with external project management tools?
      • How do I set up notifications for updates or changes on a board?
      • Can I customize notification settings for different boards or tasks?
      • Is there a way to mute notifications for specific boards?
      • How do I view all boards in the system?
      • Can I filter boards by staff, status, or other criteria?
      • How do I search for a specific board or task within a board?
      • Can I generate reports on board activities or task progress?
      • How do I view the history or activity log for a board?
      • Are there visualizations (e.g., charts, graphs) available for board data?
      • How do I set permissions for different users to access or edit boards?
      • Can I restrict certain actions on a board to specific team members?
      • How is board data protected and secured in Brexa?
    • File Manager
      • How do I access the File Manager in Brexa?
      • What types of files can I upload to the File Manager?
      • How do I create a new folder in the File Manager?
      • Can I rename or delete a folder?
      • How do I organize folders within the File Manager?
      • How do I upload files to the File Manager?
      • Is there a limit to the number or size of files I can upload?
      • Can I upload multiple files at once?
      • How do I move files between folders?
      • Can I rename or delete files in the File Manager?
      • How do I download files from the File Manager?
      • How do I make a file or folder public?
      • What are the differences between public and private files?
      • Can I change a file or folder from public to private or vice versa after it has been uploaded?
      • How do I share files or folders with other team members?
      • Can I share files or folders with external users or clients?
      • How do I manage permissions for shared files or folders?
      • Does the File Manager support versioning of files?
      • How do I view the version history of a file?
      • Can I revert to a previous version of a file?
      • How do I search for specific files or folders in the File Manager?
      • Can I filter files by type, date, or other criteria?
      • How do I sort files or folders in the File Manager?
      • Can I integrate the File Manager with other features or tools in Brexa?
      • How do I set up automation for file uploads or updates?
      • Is there an option to sync files with external cloud storage services?
      • How do I set up notifications for file uploads or changes?
      • Can I customize notification settings for specific files or folders?
      • Is there a way to mute notifications for certain files or folders?
      • How do I set permissions for different users to access or edit files and folders?
      • Can I restrict certain actions on files or folders to specific team members?
      • How is file data protected and secured in Brexa?
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How do I activate or deactivate the Follow-up activity type in Brexa?

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Last updated 7 months ago

To activate or deactivate the Follow-up activity type, go to the settings in Brexa and toggle the Follow-up option. When activated, it allows you to schedule, track, and manage follow-up tasks linked to various activities, ensuring continuity in client engagement.