Frequently Asked Questions
CRM
Copy How can a user be deleted from Carddio CRM?
Users must first be archived from the Active Users list. Once archived, they can be permanently deleted from the Archived Users list.
Can additional industry categories be added to the Industry field in the Card Holder module?
Yes, additional categories can be incorporated. Please submit the list of required industries to the Carddio support team for processing.
Is it possible to permanently delete a card in Carddio CRM?
Permanent deletion of cards is not supported. Cards not in use should be archived instead.
How do I turn 2FA on or off in Carddio CRM?
Log in to the CRM web portal at crm.carddio.com.sg , navigate to Settings > General, and toggle the 2FA option to enable or disable it.