Common problems

Overview

Start here when something is not working as expected.

Refresh the browser, try incognito, and confirm whether coworkers see the same issue before escalating.

Start here

Note what you expected, what happened instead, and the time of day. Check whether the issue affects one user, one customer, or everyone in the company.

If you are stuck, open a support ticket from Support inside TreeOS or email your account contact.

Next step

Continue with Import issues.