ClientSpace FAQs
Some questions keep coming up again and again, look here to find some of the most frequently asked questions.
Administrative FAQs
| • | Best practices for standard imports |
| • | Common import errors |
| • | How to find your installed ClientSpace version. See the ClientSpace User Guide. |
| • | Importing the Comp Code Master records |
| • | Configuring Organization and Workspace Security |
Issue resolution FAQs
| • | pwPermissionViolation when accessing linked dataform. See Application troubleshooting. |
| • | SendMail or other scheduled process does not appear to be working. See Administration troubleshooting. |
Technical FAQs
| • | Adding a ClientSpace event to Outlook |
| • | ClientSpace security tips |
| • | CSV Import File Creation Macro |
| • | Outlook add-in disables each time Outlook restarts. See Outlook add-in and modules issues. |
How to FAQs
| • | Adding accepted file types for file attachments |
| • | Configuring lookups |
| • | Configuring Dynamic Field Display |
| • | Configuring the PrismHR API for Initial Imports |
| • | Configuring Rules and Business Logic |
| • | Configuring security in Business Intelligence reporting |
| • | Configuring task fields |
| • | Configuring Dynamic Field Display |