FAQs
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, Aug 13, 2025 at 4:57 PM
You can update your card information and billing email by selecting the Update Billing Information button. Application Link: Admin > Billing Ch...
Wed, Aug 13, 2025 at 4:57 PM
Adding team members in AFrame is quick and simple, helping you keep everyone connected and organized. Whether you’re bringing on a new agent, assistant, or ...
Wed, Aug 20, 2025 at 3:02 PM
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, Aug 13, 2025 at 4:55 PM
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...
Wed, Aug 13, 2025 at 5:00 PM
Contact Detail Page You can find the past transactions under the transaction tab on the contact's information view. Search for the contact/manage...
Mon, Aug 18, 2025 at 3:13 PM
When using due date formulas in AFrame, you’ll need a static reference date—a specific date from the Dates tab, such as the Effective Date, Closing Date, or...
Mon, Aug 18, 2025 at 10:34 AM
If you’ve accidentally deleted or heavily edited your default task templates, no worries—you can easily restore them! You can revert the edited templates ba...
Wed, Aug 20, 2025 at 3:07 PM
To find your saved searches you will go to My Profile > Saved Searches (https://www.aframeonline.com/afs/app/MyAccountSavedSearches.action). If y...
Wed, Aug 13, 2025 at 5:45 PM
Please watch our quick video on how to export transactions and contacts out of tcDocs: https://www.loom.com/share/090890e3b4fd40acb9dfd76310872d4a?sid=7567...
Wed, Aug 13, 2025 at 5:47 PM