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 7300 project summary export 1244 project updates 1227 ActionBridge 1215 Teams project roles 1176 project configuration 1157 project roles 1152 install in Teams 1114 RBAC 1108 assign task 1106 ACTIONBRIDGE task creation 1103 Microsoft Teams task management 1100 AI support 1096 one channel per project 1093 task deadline notification 1092 filters 1086 ACTIONBRIDGE project settings 1084 permissions 1084 task workflows 1079 collaborative task tracking 1077 Microsoft 365 app 1076 task management 1076 in-app messages 1075 reminder timing 1074 project member communication 1073 AB 1067 work planning 1066 monthly charges 1056 Teams collaboration 1054 ACTIONBRIDGE notifications 1053