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Help & Resources in DataGrows

Don't struggle alone. Use the help tools available to you.

Written by Mariska

Learning a powerful system like DataGrows is much easier when you know where to find help. Whether you have a quick question, need step-by-step guidance, or want to speak to someone on the support team, DataGrows provides multiple support channels designed to help you find answers quickly.

Our recommendation is simple:

Don't struggle alone. Use the help tools available to you.

Most questions can be answered within minutes using the resources already built into the system.

Meet Geoff: Your 24/7 AI Assistant

The first place to look for help is Geoff, the DataGrows AI Assistant.

You'll find Geoff in the bottom-left corner of your screen.

Geoff is available 24 hours a day, 7 days a week, and can assist with a wide range of questions about DataGrows.

Examples of Questions You Can Ask Geoff

  • What is the Group field used for on a client?

  • How do I switch on a service?

  • Why are my tasks not generating?

  • How do role assignments work?

  • Where can I find a specific report?

  • How do I use filters?

Simply type your question and Geoff will provide an answer.

Ask Follow-Up Questions

One of Geoff's biggest advantages is that the conversation can continue.

If the first answer isn't quite what you're looking for, simply ask another question.

For example:

Question 1:

What is the Group field used for?

Question 2:

Can you give me an example?

Question 3:

How is it different from Firm?

By asking follow-up questions, you can narrow down the information until you get exactly what you need.

Tip: The more specific your question, the more useful Geoff's response will be.

More Than Just Answers

Geoff can also help you access additional resources within DataGrows, including:

  • Training materials

  • Help articles

  • Webinars

  • Product updates

  • News and announcements

Think of Geoff as your first stop whenever you're unsure about something in the system.

Table-Specific Help

Every major table in DataGrows includes built-in help documentation.

You'll find this through:

The Help Menu

Available at the top of the table.

This provides guidance specifically related to the table you're currently working in.

For example:

If you're in the:

  • Clients Table

  • Accounting Tasks

  • Payroll Tasks

  • Tax Tasks

  • Reports Table

The Help content will be relevant to that area of the system.

This makes it much easier to find answers without having to search through unrelated documentation.

Context-Sensitive Learning

One of the strengths of DataGrows' help system is that it is contextual.

Instead of searching through a large manual, you can often access guidance directly from the screen you're working on.

This allows you to:

✅ Learn while working
✅ Solve problems faster
✅ Understand specific processes
✅ Reduce interruptions to your workflow

Contacting the DataGrows Support Team

If you cannot find the answer through Geoff or the help documentation, our support team is ready to assist.

From the Help section in the left navigation menu, you can:

Call Support

Speak directly with a member of the support team.

WhatsApp Support

Send a WhatsApp message for quick assistance.

Email Support

Send an email describing your question or issue.

Submit a Support Request

Use the built-in contact form within DataGrows to send a message directly from the application.

Which Help Option Should You Use?

For Quick Questions

Use Geoff AI.

Examples:

  • "How do I create a filter?"

  • "Where do I assign a manager?"

  • "How do I post a client to Xero?"

For Learning a Process

Use the Help Icon, and Training Guides.

Examples:

  • Understanding Client Setup

  • Managing Services

  • Working with Tasks

  • Reports

For Technical Issues

Contact the Support Team.

Examples:

  • Unexpected errors

  • Login issues

  • Data concerns

  • System behaviour that doesn't appear correct

Best Practice: Use the Available Resources

The most successful DataGrows users make regular use of:

  • Geoff AI

  • Help Articles

  • Training Blogs

  • Webinars

  • Support Channels

Often, the fastest way to solve a problem is already available within the system.

Before raising a support ticket, try:

  1. Asking Geoff.

  2. Reviewing the table help.

  3. Checking the relevant training guide.

In many cases, you'll find the answer immediately.

Key Takeaways

✅ Geoff AI is available 24/7 to answer your questions.
✅ You can ask follow-up questions to get more detailed answers.
✅ Geoff can also direct you to training, webinars, and additional resources.
✅ Every DataGrows table includes context-specific help through the Information Icon and Help menu.
✅ The Help section provides access to phone, WhatsApp, email, and support request options.
✅ Using the available resources will help you learn faster and become more confident in DataGrows.

Remember: You are never alone in DataGrows. Whether it's Geoff, a help article, a webinar, or our support team, there is always a resource available to help you find the answer you need. 🚀

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