FAQ
Unknown device warning every day
If you are getting the warning that you are attempting to login from an unknown device on a regular basis, the most likely solution is that your browser is set to either not store cookies, or delete cookies at a scheduled time. The system relies on ...
How Do I Assign Or Unassign Staff For My Case Office?
Assigning Staff For users to be assigned to, create, or edit a Case they must first be assigned to the Case Office. In order to assign staff to your Case Office you must have the role of Office Administrator. To add someone to your Case Office ...
What Does Marking A Contact As Deceased Do?
When marking a Contact as deceased, you’ll see the word deceased at the top of the Contact’s page. Practically, marking a Contact as deceased does the following: They are not included in Target Criteria results They are not included in new canvasses ...
What Is The Difference Between A Contact And An Organization?
Difference Between Contacts And Organizations There are two types of contacts in foreAction: a contact and an organization. Contacts represent a person while organizations represent a business, union, community group, or other association of people. ...
Why Can’t I Delete A Category?
Problems Deleting Categories Categories that are used by Cases cannot be deleted. If you are unable to delete a Category review your Cases (both open and closed) to ensure that the Case is not being used. If you are still unable to delete a specific ...
How Do Populus Roles Relate to foreAction/AccessE11 Roles?
If you are a Populus user, you will note that user roles differ in name from the standard names for user roles in the guides and FAQs on this site. The following table provides a mapping between the two. Standard Role Names Populus Equivalents Domain ...
How Do I Reset My Login Password?
Resetting a Login Password Please Note: If you are using Single Sign On (signing on with an authorized Microsoft or Google account), then you must contact Google/Microsoft support, or your IT administrator. CiviCentric reps have no access to your ...
How Do I Authorize My Computer?
Authorizing Your Computer As an added layer of security, the device and browser a user connects from is recorded every time they login. This is done to prevent someone else from logging into your account if they gain access to your username and ...
How do I create an email campaign?
AccessE11 is a lot more than just a case management system. We also offer an outreach module that allows municipal staff to send email blasts to citizens. Whether it be for city newsletters or important updates about their community, mass email ...
Getting Started
Welcome to foreAction & AccessE11! This is a guide to introduce you to the basics of the system. Included is a basic breakdown, as well as a ‘Cheat Sheet’ of the various terms you’ll find around the software application. A Guide to the System There ...