The following data can be imported into MYbusinessOS.  Download the Contact Import Template.

MYbusinessOS Field	Contact Type	Notes
Salutation	Person	Available Values: Mr., Ms., Mrs., Dr., Prof.
First Name	Person	Required Field (for a Person)
Middle Name	Person
Last Name	Person	Required Field (for a Person)
Suffix	Person
Related Organization (CommaDelimted)	Person & Organization	A Contact can be related to multiple Orgnizations
Title	Person
Gender	Person	M/F/O
Business Name	Organization	Required Field (for an Organization)
Industry	Organization
Number of Employees	Organization
Annual Revenue	Organization
Work Phone	Person & Organization
Mobile Phone	Person & Organization
Home Phone	Person & Organization
Other Phone	Person & Organization
Fax	Person & Organization
Work Email	Person & Organization	The primary email address
Personal Email	Person & Organization	Your contacts can have an additional email addresses listed as well.
Website	Person & Organization
Twitter Acct	Person & Organization
Work Address Line 1	Person & Organization
Work Address Line 2	Person & Organization
Work City	Person & Organization
Work County	Person & Organization
Work State/Province	Person & Organization
Work Zip/Postal Code	Person & Organization
Work Country	Person & Organization
Home Address Line 1	Person & Organization
Home Address Line 2	Person & Organization
Home City	Person & Organization
Home County	Person & Organization
Home State/Province	Person & Organization
Home Zip/Postal Code	Person & Organization
Home Country	Person & Organization
Other Address Line 1	Person & Organization
Other Address Line 2	Person & Organization
Other City	Person & Organization
Other County	Person & Organization
Other State/Province	Person & Organization
Other Zip/Postal Code	Person & Organization
Other Country	Person & Organization
Client Classification	Person & Organization	Must match exactly with the Client Classification Values in OS.  By default:
		Home
		SOHO
		SME
		Corporate
		International
		Other
Client Vertical	Person & Organization	Must match exactly with the Client Classification Values in OS.
Sales Process	Person & Organization	This allows for you to dictate which sales process the lead that is created will be in. This must match exactly with a Sales Process  in OS.
Sales Stage	Person & Organization	This allows for you to dictate which sales stage the lead that is created will be in. This must match a exactly with Sales Stage  in OS.
Opportunity Value	Person & Organization	This allows for you to dictate the Opportunity value of the Contact, for the Sales stage imported.
Lead Source	Person & Organization	This allows for you to dictate the Source of the Contact. This must match exactly with a Lead Source type in OS.
Campaign	Person & Organization	This allows for you to dictate which campaign the Contact is assigned to. This must match exactly with a Campaign name in OS.
Primary Account Manager (CommaDelimted)	Person & Organization	This field allows for you to dictate who the lead gets assigned to the Contact. Name must match exactly with the User's First Name and Last Name
Secondary Account Manager (CommaDelimted)	Person & Organization	This field allows for you to dictate who the lead gets assigned to the Contact (as Secondary).  Name must match exactly with the User's First Name and Last Name
User Defined Fields		You can create your own set of Custom fields to store additional data.

   

Why am I getting an error message when I try to perform Since we are integrated with your Google Apps account, there are parts of the OS system that rely on the ongoing availability of some Google services. When a Google service is unavailable or unreachable, you will get a message in OS reading "Google API Service exception", or something to that effect. This can happen when interacting with one of the following OS features:

• Login
• Change Password
• Manage Users
• Calendar or Appointments
• To Dos
• Email
• Or any feature that sends out an email from your account.

Google provides an Apps Status Dashboard to monitor service outages or disruption: Google Apps Status Dashboard

You have a personal Gmail calendar that you would like to see on the same page as your company-related calendar? Not a problem! Your OS Calendar is synced with your Google Apps Calendar - so anything you see in your Google calendar, you will also see in the OS Calendar. This includes any Calendars that are 'shared' with your OS Google email. To see your personal calendar in OS, login to your personal calendar and follow the steps in this article: https://support.google.com/calendar/answer/37082 NOTE: As step 2, enter your company email address (linked to OS). You want to make sure that your email has the highest possible permissions (Make changes AND manage sharing). Logout and log back into OS. You should now see that calendar in your calendar list! Check it off in your list as 'visible' to see all personal calendar event appear, along with your company-related events.

Upside down videos can happen when recording using an Apple iOS device (e.g. iPhone or iPad).  This is due to the EXIF data stored for the video/image when the device is held a certain way. Mobile devices can record in any orientation, but if the device is not held 'right side up', the video will appear rotated when it's uploaded to another application.

Taking a Video using the camera button

Hold the device with the 'Home' button on the bottom (for vertical):

  Hold the device with the 'Home' button to the right (for horizontal)

Taking a Video using the volume buttons

The opposite is true: Hold the device with the 'Home' button to the left with the camera lens at the back, facing down. This allows you to start/stop the video using your right index finger. Ref: https://discussions.apple.com/thread/2537277?start=0&tstart=0  

If your client is trying to access their eWindow from work,  and they are not seeing a Username or Password error, they may be limited by a firewall.  Try having them log in using another computer on another network.

Unless you have registered for in the webinar add-on, you are able to host up to 25 video participants in your virtual meeting with Zoom.us. Webinars can host up to 3,000 participants.

If you received an error message when attempting to add a Yubikey to your account, that Yubikey may have been used previously on another account, which means it may not be valid. Verify that your Yubikey is valid here 

If you receive an error when logging into OS, such as the following:

Error occurred while sending a direct message or getting the response.

It's likely due to a failure to authenticate your Google account.  This could be due to a couple of issues:

• A recent password change
• Google API availability (you can check service status here)

If it's a recent password or account security setting change, please execute the following steps to resolve:

1. Logout of OS
2. Logout of your Google account
3. Go to your browser settings and clear cache and cookies
   1. Chrome
   2. Firefox
   3. Safari
4. Log back in

This should resolve your Google authentication token. If you continue to encounter the same problem, please contact your system administrator.