Upvise Technical Q&A

Managing Duplicate Contacts Between Workbench and Upvise
Overview Contacts are primarily created and managed in Workbench as either Companies or People, and these records are synchronised to Upvise. Because of th...
Wed, 11 Mar, 2026 at 12:24 PM
Personal Weekly app opens to blank screen
Overview The Personal Weekly app relies on the user being able to access their own employee Contact record in Upvise. This dependency exists because the ap...
Fri, 13 Mar, 2026 at 3:06 PM
SMS Troubleshooting in Upvise
Overview SMS messages in Upvise can fail due to account configuration, phone number formatting, message content, gateway/provider issues, or custom workflo...
Fri, 22 May, 2026 at 1:25 PM