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Fifi CRMHelp

Troubleshooting and FAQ

Quick answers to common questions. Each guide also has its own troubleshooting section.

Signing in

I didn't get a sign-in code. Check spam. Codes come from hello@mail.fetchfifi.com and last 10 minutes. Ask for a new one; the old one stops working. See Signing in.

"Too many attempts." Wait about 15 minutes. Fifi limits code requests and guesses to protect your account.

There's no Google or Apple button. That sign-in method isn't set up on this Fifi yet. Use an email code.

Google says the app isn't verified, or won't let me in. Google sign-in is in "Testing" mode for now, so only listed test users can use it. Use an email code.

I was signed out. Sessions end after 12 hours without use and after 30 days at most.

Workspaces and teammates

I can't see my teammate's workspace. Accept their invitation while signed in with the exact email it was sent to. See Workspaces and teammates.

The invitation expired. Invitations last 7 days. Ask an owner or admin for a New link.

I'm in the wrong workspace. Click the workspace name at the top left and pick another.

My menu says Clients (or Jobs), not Contacts (or Deals). That's your workspace's business type. See Modules, business types and plans.

A menu item or settings tab is missing. Its module is probably off ("This feature is turned off for this workspace"). An owner or admin can turn it on in Settings → Modules. Some tabs (API, Activity log) are for owners and admins only.

Records

I can't delete something. Members can only delete records they own. Ask the owner or an admin.

I deleted something by mistake. Click Undo on the banner straight away, or ask an owner or admin to restore it from Settings → Trash within 30 days. See Import, export and Trash.

A photo won't upload, or I can't add photos. Check the card's message: a picture over 5 MB, a GIF, SVG or HEIC, a full entry (10 photos), full storage, or no Photos choice (storage isn't set up, a Free plan once plans are enforced, or a sample). Keep the page open until each picture says Done. See Photos on timelines.

"A contact with this email already exists." Each email can belong to one contact. Open the existing contact.

Dates are a day off. Set your Timezone in Settings → Profile.

Can I save a filtered list? Bookmark the page; filters are in the address. For counts and charts, save a report.

Can I import tasks or deals? Not yet. CSV import covers contacts and companies. The API can create deals and tasks.

Email

The Connect Gmail button is greyed out. "Gmail isn't set up for Fifi yet." Google isn't set up on this Fifi yet.

Microsoft 365 / Outlook says Coming soon. It's built and will switch on once CorporateMutt sets up Microsoft.

My mailbox says Needs reconnecting. Click Connect again in Settings → Email. In Google's Testing mode this happens every 7 days.

An email is missing from a contact. Fifi only keeps email with contacts (by address) and companies (by domain) in this workspace. Check the address, and that the contact isn't marked Don't track email. Mail between teammates is never kept. See Connecting your email.

Why does it say "Opened (unconfirmed)"? Some mail apps load images automatically, so Fifi can't be sure a person opened it. See Sending email and tracking.

My campaign is paused. The campaign page says why: usually the sender's mailbox needs reconnecting, or the workspace's business address is missing. See Campaigns.

Someone unsubscribed by mistake. There's no screen to undo it yet. Contact Fifi support.

Day to day

I didn't get my daily digest. It only comes when something is overdue or due today, around 7:00 your time. Check the switch in Settings → Profile. See Dashboard and daily digest.

A reminder didn't email me. Reminders email the task's assignee, within daily caps. It's still in the Reminders bell.

There's no Ask Fifi button. It needs CorporateMutt's Anthropic key, the module on, and an owner or admin to switch it on in Settings → Workspace. See Ask Fifi.

My report times out. Reports have 5 seconds. Add filters or group by fewer fields.

Invoices and getting paid

An invoice email didn't send, or the customer's link doesn't work. The invoice is already issued; click Resend…, or Copy customer link and send it yourself. See Invoicing troubleshooting.

There's no Pay button on an invoice. Stripe isn't connected, or Payments is off in Stripe, or the invoice is paid, void or a draft. See Take card payments with Stripe.

I can't void or delete an invoice. An invoice with payments needs them refunded or voided first, and an issued invoice is kept 7 years. See Changing, voiding and deleting.

QuickBooks says an invoice needs attention. Open Settings → Integrations and read What needs a look. See QuickBooks messages.

Integrations

My API request gets 401. Check the whole key (starting fifi_) is in Authorization: Bearer …, and that it isn't revoked or expired. See API.

My webhook signature doesn't match. Verify against the raw request body with the whole whsec_… secret. See Webhooks.

My webhook endpoint turned itself off. Every delivery failed for 24 hours. Fix the receiver and click Turn on.

Modules and plans

What does my plan include? During the beta, everything, at Business limits. See Settings → Plan and Modules, business types and plans.

When is texting coming? It's built and waiting for CorporateMutt's Twilio account. See Texting.

Still stuck?

See Known issues first. Then open Get support (the sidebar's Help and settings group, your account menu, or ⌘K): Fifi's assistant helps from the guides, and a person takes over when it can't. A person replies inside Fifi and by email. See Getting support. Tell us what you clicked and the exact message you saw. For API problems, include the X-Request-Id from the response. If you can't sign in at all, use the support address on the sign-in page.