FAQ

Default solution folder, feel free to edit or delete it.

E-mail Authentication with Hatchbuck
E-mail authentication is the process that allows you to mask Dyn as your relay point in all of your emails and replace it with your own domain.This does...
Thu, 7 Sep, 2017 at 9:41 AM
Can Hatchbuck Convert my Data from another CRM?
We have several options based on your data and your needs. Please contact your Hatchbuck Consultant to discuss your goals for data conversion.          ...
Mon, 5 Nov, 2018 at 12:06 PM
How do I Export my Hatchbuck Database?
Navigate to Account Settings > Data > Export Data * Important Note: If you are not a System Administrator you will not see a Data block in Acco...
Tue, 30 Jan, 2018 at 3:54 PM
How do I Export a Contact List?
If you want to export your contacts into a CSV file, it's very easy to do. Navigate to the Contacts tab Select the Checkbox on the top left...
Tue, 30 Jan, 2018 at 3:39 PM
What is my Data Loss Risk with Hatchbuck?
Although your risk of losing data is extremely rare, we want to be transparent about our data loss potential.  In the event of a catastrophic ser...
Tue, 30 Jan, 2018 at 3:56 PM
Sonar
What is SONAR? Sonar is an intelligent, targeted lead generation engine. Sonar searches 500 million records to target the most valuable leads for your busi...
Thu, 10 Aug, 2017 at 10:57 AM
How Does the Search Bar in Hatchbuck Work?
The global search bar in the top right corner of your Hatchbuck database is a quick and easy way to find your Contact, Company or Deal records in Hatc...
Tue, 30 Jan, 2018 at 3:32 PM
Permissions Overview
Hatchbuck Permissions allow you to control what your users are able to see and do in the database To access user permissions: Select Accoun...
Tue, 30 Jan, 2018 at 3:57 PM
What will I see if I can't access a record?
If you aren't able to view something in Hatchbuck your system administrator has most likely edited your user permissions. Feel free to reach out to ...
Tue, 30 Jan, 2018 at 3:59 PM
Why Can't I Delete This?
If you can't delete Contact, Company, or Deal Records:  Your user permissions are managed in Hatchbuck by your System Administrator(s), dependi...
Thu, 15 Feb, 2018 at 11:00 AM
How do I use Purchases?
If you are one of our B2C (business to consumer) clients, you will probably want to learn more about how the eCommerce functions of Hatchbuck works. ...
Tue, 30 Jan, 2018 at 3:31 PM
Why are my Internal Emails not being Delivered?
Once your email is polished and ready to be sent to your contacts, you will likely add yourself or fellow co-workers into your Hatchbuck database to test ...
Thu, 15 Feb, 2018 at 11:03 AM
Why doesn't Gmail Load my Images?
Gmail will not load images for unauthenticated messages by default. Instead, they will display an option to the recipient that looks like this: ...
Thu, 15 Feb, 2018 at 11:05 AM
Why Does my Email Look Different in Outlook?
To quote the Microsoft Office help center, "To help protect you from junk e-mail senders, Microsoft Outlook is configured by default to block automa...
Thu, 15 Feb, 2018 at 10:55 AM
How Do I Find a Saved Draft?
If you are working on a template and end up exiting the screen without hitting the "Save & Exit" or "Finish" button, you will be ...
Tue, 30 Jan, 2018 at 4:05 PM
Why isn't my Company Information showing up in my email footer?
There are a couple of reasons this might not appear: You are sending a test email using the "Send Test" button. When you send an ...
Tue, 30 Jan, 2018 at 4:10 PM
Why is my entire email not showing in Gmail?
If you've created a great looking (but long!) email you may notice that Gmail is clipping your message, hiding some of your content.  Why does...
Thu, 18 Jan, 2018 at 4:15 PM
How Do I Edit My Company Information?
Not only can you edit your Company Information that displays in email footers from your Account Settings; but, you can also modify how this information ...
Tue, 30 Jan, 2018 at 4:19 PM
Why Does My Email Template Look Different in Outlook?
Hatchbuck templates are designed to look great in all email clients. However, you may notice that Outlook displays your emails differently than they we...
Thu, 15 Feb, 2018 at 10:56 AM
How do I Hide the IMAP Activity of Internal Users?
We have given you the ability to block email activity for certain email addresses or domains. This will be really beneficial for users who want to blo...
Thu, 15 Feb, 2018 at 10:54 AM
Where Can I View Contacts with Bad Email Addresses?
If you're trying to find contacts with a bad or an invalid email addresses in order to clean up your database, you will need to: Go to ...
Tue, 30 Jan, 2018 at 4:23 PM
How do I find Contacts that do not have an Email Address?
To find the contacts with no email address listed in their records, go to your Contact tab and filter by Email Address Email Address ...
Tue, 30 Jan, 2018 at 4:24 PM
What are Webpage Tracking Limitations?
Hatchbuck's Webpage Tracking feature is state of the art but unfortunately, due to technical limitations, you cannot put Webpage Tracking on Search...
Thu, 16 Aug, 2018 at 1:23 PM
Why isn't the "Submit" Button on my Form Working?
If you've added a Hatchbuck Online Form to your site and are noticing an issue with the "Submit" button, there may be some conflicting scr...
Tue, 30 Jan, 2018 at 4:21 PM
If I change a company's status, does it change for all associated contacts?
Here at Hatchbuck we understand that B2B businesses may prefer to work from the Company level.   To view all Companies in your Hatchbuck database, ...
Thu, 15 Feb, 2018 at 11:02 AM
Does Hatchbuck Support International Currencies?
We do! To set your currency in Hatchbuck: Navigate to Account Settings > Company Information  Select your desired choice from the currency drop-down ...
Tue, 27 Feb, 2018 at 11:54 AM
How to Clear your Cache
Due to the way browsers work, they store things that don't change often in cache memory to speed up load times on pages you visit often. When webpages ...
Thu, 15 Feb, 2018 at 11:29 AM
Hatchbuck Mobile
Hatchbuck Mobile is the perfect companion to accelerate your sales and marketing engine.  How can I access Hatchbuck Mobile?  You can access Hatchbuck&...
Mon, 2 Jul, 2018 at 10:46 AM
Clearing Cache on your Mobile Device
Due to the way browsers work, they store things that don't change often in cache memory to speed up load times on pages you visit often. When webpages ...
Fri, 1 Sep, 2017 at 2:03 PM
Adding Hatchbuck Mobile to your Home Screen
Follow these steps to quickly add Hatchbuck mobile to the home screen on your mobile device so you can stay synced with your business no matter where you ar...
Tue, 18 Jul, 2017 at 4:01 PM
Pre-Built Campaigns Release Notes
From creating content to scheduling emails, building campaigns is tough. So we've done the heaving lifting for you with new pre-built campaigns. PA...
Mon, 9 Oct, 2017 at 10:50 AM
Hatchbuck Mobile Release Notes
Mobile 1.0 Release Notes Overview Introducing Hatchbuck Mobile Beta! Built for busy small business owners and sales professionals, Hatchbuck Mobi...
Tue, 18 Jul, 2017 at 9:44 AM
August Release Notes
Every day, Hatchbuck’s suite of sales and marketing tools evolve to better serve your needs. Last month, we started a monthly round-up of the coolest things...
Fri, 1 Sep, 2017 at 12:06 PM
July Release Notes
New Hatchbuck Mobile If you missed our big announcement last week, grab your phone! Hatchbuck Mobile beta is here. As a small business, we kno...
Fri, 28 Jul, 2017 at 9:59 AM
Hatchbuck V4.0 Release Notes
The all new Hatchbuck gives you the power to seize every opportunity in your sales and marketing pipeline. Clean and Modern User Interface Change i...
Sat, 8 Apr, 2017 at 12:38 PM
What Does Follow Up Frequency Mean?
You care about your contacts and want to know when they are actively engaging with you and also when they might be needing a little more TLC. Follow u...
Fri, 26 May, 2017 at 10:45 AM
Email Protection Program - Manta
Getting your emails to the inbox is your top priority, and Manta is here to keep your sender reputation squeaky clean. Manta actively prevents you from send...
Thu, 29 Mar, 2018 at 10:45 PM
What is GDPR and Who Does it Affect?
What exactly is GDPR? GDPR is a new regulation that goes into effect on Thursday, May 25th. The General Data Protection Regulation will update and unify...
Fri, 18 May, 2018 at 9:53 AM
Finding EU Contacts and Getting Consent
Under the General Data Protection Regulation (GDPR), consent is required of all EU residents that you store data on. This means that you are required to giv...
Fri, 18 May, 2018 at 10:00 AM
Hatchbuck Forms and GDPR
Explicit consent is now required when collecting data from EU residents. Before you can create a profile for contacts who submit personal information, like ...
Thu, 24 May, 2018 at 2:40 PM
Webpage Tracking and GDPR
As of May 25th, 2018, anyone who markets to, or processes the information of EU residents will now be required to transparency about tracking cookies on you...
Thu, 24 May, 2018 at 4:48 PM
GDPR Data Processing Agreement
As part of the General Data Protection Regulation (GDPR), we are offering a Data Processing Agreement. If you would like this document to be sent to you, em...
Fri, 18 May, 2018 at 9:43 AM
Sales Dashboard
There are two filters on the sales dashboard: date range and user(s). Most blocks will display data based on both filters except: Current Deal Pipeline - ...
Thu, 6 Sep, 2018 at 10:22 PM
Marketing Dashboard
There are two filters on the marketing dashboard: date range and user(s). Most blocks will display data based on both filters except: Email Activity - Sch...
Wed, 14 Nov, 2018 at 2:37 PM