Tactile CRM Help » Account & Billing http://help.tactilecrm.com Just another WordPress weblog Mon, 26 Jul 2010 08:52:36 +0000 en hourly 1 http://wordpress.org/?v=3.0 How do we change our account? http://help.tactilecrm.com/account-and-billing/how-do-we-change-our-account/ http://help.tactilecrm.com/account-and-billing/how-do-we-change-our-account/#comments Fri, 02 Oct 2009 16:04:46 +0000 admin http://help.tactilecrm.com/?p=30 Changing your account is easy. Log into Tactile and click the ‘Admin’ link. The final option on the new page ‘Your Account Details’ allows you to regrade your account.

There are two important things to remember when regrading your account:

  1. Only the account owner can regrade the account
  2. The system won’t allow you to regrade to a lower account if you have more in Tactile than that plan allows. If you need to do this, log in and remove clients, leads, etc. as necessary and then try again
]]> http://help.tactilecrm.com/account-and-billing/how-do-we-change-our-account/feed/ 0 What is your refund policy? http://help.tactilecrm.com/account-and-billing/what-is-your-refund-policy/ http://help.tactilecrm.com/account-and-billing/what-is-your-refund-policy/#comments Fri, 02 Oct 2009 16:04:00 +0000 admin http://help.tactilecrm.com/?p=28 We bill on a month by month basis so you only pay for the current month you are using. If you choose to cancel your account part way through a month you will not receive a partial credit. If you downgrade to a lower cost plan your payment will be changed the next time we take payment from your card.What is your refund policy?

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