Copilot CRM

Find quick answers or fixes—common errors, FAQs and how to resolve them.

Troubleshooting & FAQs

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Error when attempting to save a card on file

Learn which file types you can upload to Copilot CRM, including images and videos, plus size and compression rules.

Allowed File Types for Image and Video Uploads

Solutions for import errors, payment failures, sync issues and other problems.

Common Errors & Solutions

Clearing your cache protects your personal information, helps your application speed on your computer, and more.

How to Clear Copilot's Browser Cache

How to clear Copilot's browser cookies

We value your feedback! Whether you’ve spotted a bug or have a great idea for improving Copilot, you can share it directly from your account

How to Submit Feedback

What are Custom Fields?

Page History Tree

Global Search Bar

The Wiki

How Can I Reset My Account?

How do I Change my Password?

How to Add Your Logo to Invoices and Estimates

Sending Estimates and Invoices by Regular Mail

Miscellaneous

Find answers and get help from Intercom Support and Community Experts

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