Need help with Highrise? We’re here to help.

General FAQs, security, backup, etc.

• Is Highrise reliable, secure, and confidential? Is our data safe? Where is the data hosted?
• Can we install Highrise on our own server?
• Can you customize Highrise for us?
• See all General FAQs

Importing, Exporting, Outlook, Address Book, Basecamp, etc.

• How do I get a group of Outlook contacts into Highrise?
• How do I get my Mac Address Book contacts into Highrise?
• How do I get my Basecamp contacts into Highrise?
• How do I import people from another address book or program? How do I import a vCard?
• See all Import/Export help

Accounting, billing, upgrading, downgrading, cancellation, etc.

• How do we upgrade or downgrade our account?
• How do we cancel our account?
• How do we change our credit card?
• What is your refund policy?
• See all Account help

Emailing Highrise

• What is a Highrise dropbox address? Where can I find mine?
• How do I forward, cc, or bcc an email to my Highrise?
• How do I create a task via email?
• See all Email help

People, companies, importing, adding, tagging, etc.

• What are tags? How can I use them?
• How do I delete a person?
• A person is entered into Highrise more than once. Can I combine this person’s pages into a single page?
• See all People help

Permissions, users, & groups, etc.

• How do permissions work in general?
• How do I change permissions on a person, note, or case?
• What are groups and how do permissions and groups work together?
• See all Permissions help

Tasks, creating, assigning, completing, etc.

• How does Highrise let me know when a task is due?
• Who can see my tasks? Are tasks shared?
• Why are my tasks moving?
• See all Tasks help

Notes, file attachments, etc.

• How much file space do we get?
• How do I edit a note I posted?
• How do I change who can see a note?
• See all Notes/Files help

Cases, adding, attaching notes, closing, etc.

• What are cases?
• How do I attach a note to a case?
• What does it mean when a case is open or closed? How do I open or close a case?
• See all Cases help