Frequently Asked Questions

Do you have user manuals?
We have a support portal with Gif's and notes on how everything works as well as a support team who is available throughout business hours. 
Tue, 13 Dec, 2016 at 1:17 PM
Is there a limit to the amount of users I can have on Magnetic?
Nope! The more, the merrier. 
Tue, 13 Dec, 2016 at 1:18 PM
Can we import our database out of our current system and into Magnetic?
Of course, we wouldn't want to complicate the transition for you.  See our tutorials on importing and exporting data.
Tue, 13 Dec, 2016 at 1:26 PM
Can we send quotes?
Yes, we call these 'Cost Estimates' in Magnetic. Watch this tutorial on how to create and send cost estimates.
Tue, 13 Dec, 2016 at 1:28 PM
Is my data secure?
For sure, we use 512-bit or higher SSL encryption.  This is the same kind of encryption used by online banking. It means that nobody is able to read you...
Tue, 13 Dec, 2016 at 1:29 PM
Can I limit how much certain external collaborators can see?
External collaborators are limited users.  See our tutorials on User Permissions and Collaborating with External users.
Tue, 13 Dec, 2016 at 1:30 PM
Can I keep another user informed of changes on a task, project or opportunity?
Yes, you can add users as watchers and they will see all the activity happening on that task. 
Tue, 13 Dec, 2016 at 1:31 PM
Can I customise the permissions for different users?
All users have different permissions.  See our tutorial on creating and customising users.
Tue, 13 Dec, 2016 at 1:34 PM
Can Magnetic Integrate with our Account Management software?
We integrate with Xero and Pastel Partner.  See tutorials about the integration with Pastel and Xero.
Tue, 13 Dec, 2016 at 1:36 PM
Can we ask Magnetic for help with our training and implementation if we are struggling?
Definitely, your account manager can set this up with you.  Learn how to supercharge your agency with our Magnetic Implementation Launch Pack
Tue, 13 Dec, 2016 at 1:38 PM