General FAQs

Jonathan Marbutt avatar MaryEllen Elliott avatar
20 articles in this collection
Written by Jonathan Marbutt and MaryEllen Elliott

CoolFocus - additional services

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I upload a file to a record?

Information on uploading files to Donor, Client and Volunteer records.
MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

CoolFocus API

CoolFocus offers an API for integrating your web site or other applications for donor, contribution and other management.
Jonathan Marbutt avatar
Written by Jonathan Marbutt
Updated over a week ago

Can I search for a Client, Donor or Volunteer by phone number?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Clear Cache - All Browsers

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Clear Cache - IE

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Clear Cache - Chrome

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Clear Cache - Firefox

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Clear Cache - Safari

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Clear Cache - Edge

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Is CoolFocus down?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I contact technical support?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I get past the blue scrolling bar after logging in?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I delete a User?

Instructions on deleting a User, if possible, or making them Inactive, if not.
MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I upload a picture to a record?

Instructions on uploading a profile picture to a Donor, Client or Volunteer record.
MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

Why am I having performance issues?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I delete a value in a drop down field?

How to clear a value in a drop down field.
MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I export a list to Excel?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

What is an Audit Trail?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago

How do I change my password?

MaryEllen Elliott avatar
Written by MaryEllen Elliott
Updated over a week ago