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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  1. Custom Fields

How can I edit existing custom fields for contacts?

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Last updated 8 months ago

To edit custom fields in Brexa, go to the contact management section and locate the field you want to modify. You can change the field label, type, or options (for dropdowns) to better suit your evolving business needs. Updates to custom fields are automatically reflected across all associated contact profiles.