This article will give you the best usage tips for Commusoft on the web. Your device must also meet our minimum spec: Minimum requirements.
Although you can use Commusoft with any of your preferred browsers, we always recommend using Google Chrome for optimal user experience. We also encourage disabling your pop-up blocker (Click here to see how) and disabling any browser plugins and extensions (In the top right, click the Menu > More tools > Extensions).
Instead of navigating the entirety of Commusoft in one window we advise opening the different parts of the system you use most (For example, Customers, Diary, Reporting) and opening each page in a separate tab to be able to move quickly and easily through the system.
You can also Pin your tabs by right-clicking the tab and selecting the pinned tab option. This will automatically open everything in the pinned order whenever you open the browser.
A breadcrumb is a navigation scheme that reveals a user's location in a website or web application. Commusoft’s breadcrumb trail appears in the top left of the screen as shown here:
Using this trail instead of your browser’s back or forward button will allow you to more seamlessly navigate Commusoft and means you have to refresh your browser much less often.
If you are ever having issues on the web there are a few quick troubleshooting steps you can take before contacting support.
- First and foremost, always clear your cache. This can be done by using the Ctrl + H shortcut to bring up your browser history. From here you will have the option to clear your browser history or 'cached images and files', choose the latter.
- Open Commusoft in another browser to see if the issue persists.
- Open Commusoft in an incognito window.
If you ever have any questions or issues please don’t hesitate to contact our support team through the Need help icon in Commusoft for access to our Knowledge Base or by email at firstname.lastname@example.org. To allow us to assist you as quickly as possible please include as much relevant information as possible in your email. This can include a clear subject line, any relevant account, invoice or certificate numbers and if possible screenshots of where within the system and precisely what you are inquiring about. You can find instructions on taking screenshots on the web application here:
Windows: (KB article)
Mac: (KB Article)
There are areas of the system which you can personalise, such as the date/time layout in an email message for diary events. Take a look at this guide to see how: Personalised date/time formats.