Frequently Asked Questions

To more quickly address questions that are commonly asked about Aegis CRM and Rapid Entry, we have assembled the following collection of Frequently Asked Questions (FAQs).

Question:

Is my user name and password for Aegis CRM and Rapid Entry the same?

Answer:

Yes.

 

Question:

What if I have a suggestion instead of a question?  

Answer:

Great! We listen to and appreciate everything that our clients have to say.  Your comments ensure a product that keeps pace with your organization's needs and meets the level of quality that Aegis Premier Solutions is committed to providing to our clients.  Send us your comments by sending an email to support@aegispremier.com or submitting a ticket using the online Support portal http://support.aegispremier.com

Question:

I have a locked batch that I need to edit.  What do I do?

Answer:

Access to locked batches is given to specific users within your organization, usually a supervisor or administrator who has been set up with rights or permissions to unlock batches.  Check with your supervisor if you do not know who has these permissions.  If you do not have a staff person with these permissions, contact Support by sending an email to support@aegispremier.com or submitting a ticket through the support system at: http://support.aegispremier.com

 

Question:

Can I create two accounts for the same person, say one for business and one for personal?

Answer:

Yes.  Simply add the new partner or constituent records and set the check box to prevent merges. When the record is saved, Aegis CRM checks for possible duplicates and displays them for evaluation. Click Continue Saving the New Record to ignore the duplicates and enter the new partner information into Aegis CRM.

Question:

When I click on certain items or buttons in Aegis CRM and Rapid Entry, nothing happens.  Sometimes I hear a bell sound or get a bar at the top of my browser window.

Answer:

Many of Aegis CRM's features use a very common practice of displaying information in what is called a pop-up window. This keeps the page you are working on in your browser window while displaying information or input screens without closing the current site or page.   

 

Question:

After I save and close a batch, the "processing" status never goes away and I need to make a change.  What do I do?

Answer:

To refresh the status of a batch listed as processing, click the Locate Batch button. This will update the batch to the current status and allow the user to make updates. Batches can take up to fifteen minutes to process.

Question:

I tried to log in to Aegis CRM and the screen flashed like crazy and I couldn't log in. What happened and how can I fix it?

Answer:

This is caused by a conflict with the cookies that Aegis CRM uses to store data on a user's system, keeping track of what the home page is supposed to look like when logging in or for changes made to displays of orders. This can happen when changing your password.

You can delete the old cookie by searching on your computer for something like: [YourUserName]@mybernard.com or @aegiscrm.com.