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Finding & merging duplicates The CRM flags likely duplicates when records are created, and you can hunt for them with filtered/sorted list views (by name or email). To merge: select two or more records in a list → Merge → choose which values to keep → confirm....

Some specifics below depend on how CBM's integrations are configured. Where you see "as configured," confirm the detail for your setup (or ask — see Getting Help and Next Steps). Configuring System Email- (Allows sending new user email, forgot password and sys...

What this site is The documentation you're reading lives on a separate documentation site at docs.clevelandbusinessmentors.org, independent of the CRM. It's organized as Shelves → Books → Chapters → Pages, grouped by audience: Start Here — CRM Introduction Gu...

Backups The CRM's data must be backed up regularly so it can be restored after a mistake or a failure. Know your backup status. Confirm with whoever maintains the servers what is backed up, how often, where it's kept, and — crucially — that a restore has actua...

A simple routine A short, regular check keeps surprises away. Weekly-ish Confirm email is sending (a password reset or notification arrives). Confirm Google / calendar sync is current, if CBM relies on it. Glance at new users and access, and deactivate anyone ...

First steps for any problem Is it just you? Try another browser or an incognito window, or ask a second user. Which environment? Confirm you're in Production vs. Sandbox. Recent change? If the problem began right after a change, that change is the prime suspec...

Environments Environment Address Purpose Production CRM crm.clevelandbusinessmentors.org The live system Sandbox CRM crm-test.clevelandbusinessmentors.org Safe testing copy Documentation site docs.clevelandbusinessmentors.org These guides (public) Where things...

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 ...

A record of notable maintenance and configuration changes made to the CBM production CRM. The test/dev instance ( crm-test.clevelandbusinessmentors.org) is the source of truth for configuration; production is kept in sync with it. 2026-06-24 — Production broug...

For each type of record (Contact, Account, Mentor Profile, and so on), you can set how its list is ordered by default and what its search box looks at. These are simple administrator settings — no coding involved, and they never change any of your data. What y...

Cleveland Business Mentors application suite - current as of July 21, 2026 Every email the system sends or receives goes through CBM's own Google Workspace (Gmail). The application never runs its own mail server, so deliverability, security, and retention are ...

The My Mentor Profile application includes all the information and photo that will appear on the CBM website. You must complete this application before your volunteer status can be changed from Approved to Active. The page is divided into two side-by-side sect...