Browser and Device Support Guide

    Summary

    Use this guide when pages do not load as expected, buttons do not respond, forms behave unexpectedly, or account access appears inconsistent. Many issues can be caused by browser cache, outdated browser versions, extensions, private browsing settings, blocked scripts, or device-specific behaviour.

    Recommended browser guidance

    Use current stable versions of modern browsers where possible, such as:

    • Google Chrome
    • Microsoft Edge
    • Safari
    • Firefox

    Users should keep browsers updated and avoid unsupported or heavily restricted browser environments when managing CRM settings.

    Common browser-related issues

    • Page does not load fully
    • Button does not respond
    • Form does not submit
    • Login session expires
    • Dashboard data appears outdated
    • Calendar page behaves differently across devices
    • File upload or attachment issue
    • Search or article page does not behave as expected

    Basic checks

    • Refresh the page.
    • Log out and log back in.
    • Try an incognito/private window.
    • Clear browser cache.
    • Disable browser extensions temporarily.
    • Try another supported browser.
    • Try another device.
    • Check whether the issue affects one page or the whole account.
    • Check whether another user can reproduce the issue.

    Mobile guidance

    Mobile devices are useful for quick checks, article reading, and support access. For advanced setup tasks, such as workflow configuration, website editing, complex forms, large imports, detailed reporting, or account administration, a desktop or laptop browser may provide a better experience.

    When to request support

    Submit a support request if:

    • The issue continues across browsers.
    • The issue affects multiple users.
    • You cannot access your account.
    • A form, workflow, calendar, or message feature is not behaving as expected.
    • You see an error message.
    • You need account-specific configuration help.

    What to include

    • Browser name
    • Device type
    • Page URL
    • Screenshot or screen recording
    • Expected result
    • Actual result
    • Date and approximate time tested
    • Whether the issue happens in incognito/private mode
    • Whether the issue happens on another device

    Links

    Need account-specific help?

    Submit a request with examples and screenshots.