Getting Help and Next Steps

Handle it yourself, or escalate?

Do it yourself

• Adding and deactivating users; password resets
• Settings, Tab List, and dashboard tweaks
• Data imports and cleanup (Sandbox-tested); tidying duplicates

Escalate

• Configuration / structure changes (Chapter 3)
• Server or deployment issues; anything destructive (resets)
• Suspected data loss
• Persistent integration failures (email, Google, website)

How to get help

• For configuration changes and technical / deployment issues, contact the CBM implementation team / deployment maintainer.
• When you ask for help, include: what you were doing, what you expected, what happened, the time, and the environment (Production or Sandbox).

To be filled in: CBM's actual support contact(s) and any ticket/escalation path. Left generic on purpose — provide the names/addresses and they'll be slotted in here.

The other guides

• CRM Introduction Guide — start here, for everyone
• Mentor Guide — for mentors
• Client Administration Team Guide and Mentor Administration Team Guide — for staff teams
• (You're in the System Administration guide.)

Keep this guide current

When the CRM changes, update the matching page here — editing is covered in The Documentation Site. Good documentation is maintained, not written once.