Troubleshoot Advanced CRM access

Overview

Confirm that the organization has an active eligible subscription and that you are using the supported GoodAction sign-on path before contacting support.

Where to find it

For the included contact view, open Nonprofit workspace > People & Partnerships > Contacts. Eligible organizations can choose Open CRM there to enter Advanced CRM through GoodAction sign-on.

How it works

1. Confirm the current page, signed-in profile and selected workspace.
2. Read the visible status or validation message and correct only the identified field.
3. Refresh once or retry once when the operation is safe and no payment outcome is uncertain.
4. Escalate with the page, time, steps and exact visible error if the issue continues.

Important details

Always confirm the CRM workspace before editing or importing. Contact data can include personal information: collect only what is needed, avoid unnecessary exports, use permissions appropriately and follow consent requirements for email.

If something does not look right

1. Confirm the signed-in profile and current workspace shown in the page header.
2. Capture the page address, time and exact visible error.
3. Do not include passwords, API keys, bank details or full card data.
4. Ask GoodAction Support when the expected control remains unavailable or the saved result differs from this article.