Welcome to the Joint Contact knowledgebase!  Here you'll find everything you need to get started quickly and effectively.  You can also submit your questions directly to us through our contact us form.

While reviewing our documentation we suggest that you also learn Joint Contact basics through our online tutorial.  This presentation shows step-by-step instruction for getting started with Joint Contact.


Getting Started

• How does pricing work?
• What payment methods do you accept?
• How secure is it?
• How many users can I set up with an unlimited account?
• What do I need in order to run Joint Contact?
• Do you have special non-profit pricing?
• Can I request a live product demonstration?
  

Subscriptions & Billing

• How can I upgrade from a free account to a paid subscription?
• Can I change my paid subscription to a different plan?
• Will my credit card be charged if I take advantage of the free trial?
• What can't I downgrade my paid subscription?
• Can I change my subscription in the middle of a billing cycle?
• Where can I update or change my credit card?
• What is the refund policy?
• Will I be notified when my credit card is charged?
• Will other members of my team be able to add or remove users, or change my subscription plan?

Accounts, Contacts & Team Profile

• What's the difference between contacts and accounts?
  
• Can I convert contacts into accounts?
• How can I reset a password for an account?
• How can I import my contact list?
  
• Can I keep track of when an account last logged in?
• What is the team profile?  Who has access to this window?
• As an administrator can I set the default window my group sees when they login?
  

Workspaces

• When I try to assign someone to a workspace the "Available Accounts" section is blank.
• What is a public workspace? 
• Is there a quick shortcut key for assigning multiple people to a workspace?
  

Documents & Images

• Where can I upload multiple documents?
  
• Where can I upload multiple images?
  
• Can I edit documents directly using my web browser?
  
• Can I restrict who has permissions to see a document in a particular workspace?
• How can I move a document to another workspace?
• Where can I recover a previous version of an uploaded file?
  

Conversations

• What is meant by "Archive Conversations"?
• When I attach an image or document to a conversation where do these files go?
• Can I change the workspace assigned to a conversation?
• Can I attach multiple files to conversation?

Tasks

• How do I create subtasks?
• How can I get my tasks to appear in my RSS reader?
  
• Are tasks assigned to people or workspaces?
• Can I assign a task to multiple people?
• I want to set a task reminder but the check option is disabled. 

Twitter & QuickMail

• How does Twitter work with Joint Contact?
  
• Can I update my current work status without sending direct messages to Twitter?
  
• What is a protected update?
  
• How does Twitter work with Conversations?
• Can I see my Twitter timeline directly from Joint Contact?
• Is QuickMail SMTP compliant?
  
• If I e-mail my team using QuickMail, will recipients appear as CC or BCC?
• Can I receive email messages in Joint Contact using QuickMail?
• Can I send email to a non Joint Contact member using QuickMail?
  

Google Calendar

• How can I get my tasks to appear on Google Calendar?
  
• I've supplied my Google name and password. However when I go to the calendar page it's blank.
• Can my team members see my task changes on their calendars?
• Can I add events directly to Google Calendar and have them appear as Tasks in Joint Contact?
• When I attempt to load my calendar I receive a Google parameter error stating "Invalid calendar id".
• I am the only person in my group that has a Google Account. Will my group be able to use Joint Contact?
• Does Google Calendar support mobile devices?
• I went a little crazy and accidentally deleted my calendar from Google Calendar. How can I get this back?
• When I view my calendar I get this message "Events from one or more calendars could not be shown here because you do not have the permission to view them".
• I am using Google Apps not just Google Calendar. Does Joint Contact also work with this service?

ICS Calendars

• How can I sync my tasks using Outlook 2007?
• How can I sync my tasks using Apple iCal?
  

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