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 7304 project summary export 1251 project updates 1232 ActionBridge 1216 Teams project roles 1180 project configuration 1158 project roles 1157 install in Teams 1117 assign task 1111 RBAC 1110 Microsoft Teams task management 1105 ACTIONBRIDGE task creation 1104 AI support 1099 one channel per project 1098 task deadline notification 1097 filters 1090 permissions 1090 ACTIONBRIDGE project settings 1089 collaborative task tracking 1083 task workflows 1083 Microsoft 365 app 1079 in-app messages 1079 project member communication 1078 task management 1078 reminder timing 1076 AB 1071 work planning 1071 monthly charges 1059 ACTIONBRIDGE notifications 1058 Teams collaboration 1058