Contact the Helpdesk
Frequently asked questions
Read our Client Database Manual for in-depth information.
CDB runs well in all of the major web browsers including Internet Explorer, Mozilla Firefox, and Chrome. We especially love how it functions in Mozilla Firefox.
CDB lives in the cloud and the data is stored in world-class, highly secure data centers that utilize state-of-the art electronic surveillance and multi-factor access control systems. Data centers are staffed 24x7 by trained security guards, and access is authorized strictly on a least privileged basis.
Your company administrator or the Help Desk can assist you in resetting your password.
The more data you’ve stored in the database, the more search options you will have. Look for clients using names, phone numbers, A Numbers and Birth Dates.
Yes! If you and a colleague are discussing a case, you can both view the client’s file simultaneously. You can also view multiple clients at the same time by using tabs in your browser.
Contact your administrator or the Help Desk to delete unwanted records.
CDB will allow you to upload PDFs, Word Documents, and JPGs.
A single file upload can be up to 50mb in size. That’s twice the size limit Gmail sets for email attachments! There is no limit to the total number of documents attached to a client’s record. If you’re experiencing troubles uploading scanned documents you may need to adjust the resolution settings.
It's part of what makes the data in CDB uber secure. The database is protected by an SSL Security Certificate. This is why the web address begins with https instead of www. We use the same level of security that is required for sites that accept credit cards and it gives us the peace of mind of knowing that the data in CDB is protected.