How to turn on or off Beta Functions in ClientBAY

How to turn on or off Beta Functions in ClientBAY

If you would like to turn any of our Beta functions in ClientBAY on or off, please follow the below instructions. 

1. Click on Lightening Bolt in the Upper Right Corner.
2. Find the Beta Experience you wish to turn on or off.
3. Slide the button to on or off. 
4. Close the Slide out by pressing the X in the upper right hand corner. 




    • Related Articles

    • Your ClientBAY Files Experience

      Files in ClientBAY has gotten an upgrade! In Files, you will be able to access your own files, folder and images as well as access any files, folders and images that your company has uploaded for you to easily utilize. Accessing this feature is EASY ...
    • ADMIN: Files

      Files Beta is now live! To learn more about the new, upcoming Files Experience in ClientBAY click here! You have the ability to utilize online File Storage and Sharing within ClientBAY. If you select Files on your left hand side menu you will be ...
    • ADMIN: Turn SocialBAY on for New Agent

      If you have SocialBAY included in your platform, anytime you add a new agent to your roster, you will need to turn on their ability to access SocialBAY. To review adding a new agent to your roster, click here. Once you have saved and added that agent ...
    • Upload Contacts

      You can upload contacts to your ClientBAY CRM in two ways: 1) Add contacts individually or 2) Import a list of contacts (a.k.a. Bulk Upload your Contact List). ADDING CONTACTS INDIVIDUALLY To start adding contacts to your CRM individually: Click on ...
    • Sharing Your Contacts

      You are able to share your contacts with select users in ClientBAY if you would like. This is great for teams. When you share your contacts with another member of your team, you are sharing ALL of your contacts with them. Share Contacts To do so just ...