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Running a training session on the sandbox
Running a training session on the sandbox For whoever is delivering the training. It covers who t...
How the data is structured
How the data is structured across the two databases this platform uses. Drawn from the applicatio...
Updating Your Profle
The My Mentor Profile application includes all the information and photo that will appear on the ...
How Email Works
Cleveland Business Mentors application suite - current as of July 21, 2026 Every email the system...
List Sort Order & Search Fields
For each type of record (Contact, Account, Mentor Profile, and so on), you can set how its list i...
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Troubleshooting, Recovery & Reference
Fixing problems, recovery options, and a quick reference of where everything lives.
Operations & Maintenance
Backups, updates, and routine upkeep.
Integrations
Google, email, the website, and this documentation site.
Managing Data
Importing, exporting, and cleaning up records safely.
Configuration & Customization
System settings, the navigation menu, and the sandbox-first process for configuration changes.
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Training Sandbox
How to run a training or demo session on the CBM training system: which account to use for each a...
Data Model
How the data is structured: the EspoCRM entity model, the application's own database tables, and ...
Email Guide
How email works across the CBM applications - overview and reference.