Coalmarch Support
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Knowledge base
Forgely
Forgely Offboarding
2
Forgely Sunset FAQs
Unique Background Solutions
Getting Started - Account Set Up
8
How To Update Company Information
How To Add Positions
How To Add Another Office Location
How To Add An Employee
How to Update Your Company Branding on Forgely
See all 8 articles
Training
12
Overview: Course, Class, Exam
How to Create a Course
How to Create a Class
Adding a Class to an Existing Course
Adding a Class from the Community
See all 12 articles
Reviews & Inspections
5
Difference Between Inspections and Reviews
How to assign a Review or Inspection For an Employee To Take
How to Assign a Review/Inspection for a Manager to Perform on an Employee
Employee Performs or Manager Performs?
How to change an assignment schedule
Forgely Community
2
What is the Community?
How to filter and search in the Community
Reporting and Performance
2
How can I check on my employee's performance?
How to Create Saved Reports and Send via Email
FAQ's
2
How To Reset an Employee Password
Security Levels
Plan and Billing Information
3
Where is my billing information?
Upgrading and Package Details
How does billing work?
Background Checks
7
Background Check Overview
Background Check Package Levels
How to Enable Background Checks
How to Order a Background Check
Background Check - Billing Information
See all 7 articles
Job Openings
4
How to view shared job openings
How to Refresh a Job Opening
How To Share a Job Opening with Indeed
How to Save Application Templates
Hiring Managers
6
System Notifications - Adding and Removing Hiring Managers
How to Move an Employee to Terminated Status
FAQ - Hiring Managers
How to add a Hiring Manager (from the Hiring Manager tab)
How to add a Hiring Manager (from the Employee Dashboard)
See all 6 articles
Notifications
1
Notifications
Incidents & Absences
2
Incidents: Overview & How to Record
Absences: Overview & How to Record
General Technical Support
0
CallTrackingMetrics
Announcements & News
3
CTM Weekly Digest (Product Updates)
CTM Feature Update Notices
How to Download & Use Zoom for Virtual Meetings
Getting Started
1
How to Submit a Feature Request to CallTrackingMetrics
FAQ's
0
Troubleshooting
4
Basic Troubleshooting Steps
How to Capture a Screenshot & Screen Recording Using Awesome Screenshot Chrome Extension
How to Submit a CTM Support Ticket to Coalmarch
CTM Phone System Outage
Text Messaging
2
How to Send Bulk Text Messages
How to Access The Text Log & Text Within CTM
CTM Mobile App
4
CTM Support Hub Resource: Softphone Guide (Mobile App)
Downloading the app & logging in
Using the softphone (inbound & outbound calls)
Texting in the CTM app
CRM Integration
2
PestPac Integration | Miscellaneous Tips
How to Install the Coalmarch Chrome Extension
Settings
2
How to Update Your Call Routing (Where Calls Go)
Scheduling Holiday Hours
Tech Lead Form
Using Tech Form
1
How to Add a Web Page to Your Cell Phone's Home Screen