Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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CRM Settings

Everything you can configure in the CRM Settings page — automation enable/disable, mail provider, shared mailbox vs user principal, daily email cap, Teams notification channel, and HTML email templates with placeholders.

AB Sales
CRM
settings
mail config
daily cap
templates
notification channel
automation

Data Retention and Export

How AB Projects retains data on Microsoft Azure: deletes are soft-deletes (no auto-purge, no self-serve restore window), change history and comments are preserved, and there is no built-in export yet — data export and recovery are handled as manual support requests.

AB Projects data retention
soft delete
data recovery
no built-in export
change history
audit trail
Azure hosting
data residency
compliance
support request

Category

Sales Management Service
7
Teams Integration
7
Advanced
5
Getting Started
5
Security
5
Tasks & Projects
5
Account & Settings
4
Documents
4
Teams & Permissions
4
AI & MCP
3

Tags

Microsoft SSO 8 AB Sales 7 CRM 7 AB Projects 5 AB Projects documents 4 Teams integration 4 Microsoft Teams 3 Microsoft Teams task management 3 Teams channel sync 3 Teams notification 3

Search History

board view 7306 project summary export 1253 project updates 1234 ActionBridge 1218 Teams project roles 1182 project configuration 1160 project roles 1159 install in Teams 1119 assign task 1113 RBAC 1112 Microsoft Teams task management 1107 ACTIONBRIDGE task creation 1106 AI support 1101 one channel per project 1100 task deadline notification 1099 filters 1092 permissions 1092 ACTIONBRIDGE project settings 1091 collaborative task tracking 1085 task workflows 1085 in-app messages 1082 Microsoft 365 app 1081 project member communication 1080 task management 1080 reminder timing 1078 AB 1074 work planning 1073 monthly charges 1061 ACTIONBRIDGE notifications 1060 Teams collaboration 1060