FAQs

How do I cancel my account?
You can cancel your subscription by selecting the Cancel Subscription button under the billing view. How to get to the billing tab: Admin > Billing ...
Wed, Apr 3, 2024 at 4:22 PM
How do I update my billing info?
You can update your card information and billing email by selecting the Update Billing InformationĀ button. Application Link: Admin > Billing Ch...
Wed, Apr 3, 2024 at 4:23 PM
How do I remove a user?
You have two choices for removing a user: deactivate or delete. We recommend that you deactivate users rather than deleting them. Deactivate: This will pl...
Wed, Apr 3, 2024 at 7:07 PM
How do I sort & save my open transaction dashboard view?
You have the opportunity to customize your open transaction views on your dashboard. First, you can select if you want to view all transactions or just tran...
Fri, May 3, 2024 at 12:43 PM
How do I find past transactions of a contact or managed agent?
You can find the past transactions under the transaction tab on the contact's information view. Search for the contact/managed agent. Select the n...
Fri, May 3, 2024 at 11:44 AM
How do I access my saved searches?
To find your saved searches you will go to My Profile > Saved Searches (https://www.aframeonline.com/afs/app/MyAccountSavedSearches.action) If you need...
Fri, Jun 7, 2024 at 4:52 PM
How do I export Transactions/Contacts out of tcDocs?
Please watch our quick video on how to export transactions and contacts out of tcDocs: https://www.loom.com/share/090890e3b4fd40acb9dfd76310872d4a?sid=7567...
Mon, Mar 18, 2024 at 3:29 PM
How do I export Transactions/Contacts out of Open To Close?
Please follow these instructions on how to export transactions and contacts out of Open To Close: Contacts Select the Contacts tab to view your contact ...
Mon, Jul 15, 2024 at 6:25 PM