Get unstuck

Practical checks for missing features, dates and import results.

I cannot add or edit a record

Check your active workspace and ask your practice administrator to review your role and module access. Read-only roles cannot create or edit Community Growth records.

An item is missing from the calendar

Check the displayed four-week window, source filters, to-do scope and event phases. An undated opportunity stays in the event list. Completed or cancelled items may be hidden. Community records require access to Community Growth.

My spreadsheet will not upload

Export it to CSV. The current importer accepts CSV, TXT and TSV. Check required column mappings before importing.

An import reports errors

Review its row errors and history counts before retrying. Records may already have been created. Check for duplicates or review the rollback option with your administrator.

A training result is not ready

Refresh the training view or return later. Check that the call completed. An unanswered call may be marked Not scored.

Need more help?

Contact your practice administrator with the page name, action attempted and error message. Keep passwords, sign-in codes, patient details and private records out of support messages and screenshots.

Reviewed October 17, 2026 · Browse all guides