troubleshooting · Help
Step-by-step guides, FAQs and tutorials for every OMB Cloud module.
Troubleshooting: page changes not live
Why your edit doesn't show up at the public URL — and how to force-refresh.
troubleshootingTroubleshooting: numbers don't match Google Analytics
They never will — and that's usually fine. Here's why and what to trust.
troubleshootingTroubleshooting: collection emails bouncing
Why your dunning emails don't arrive and how to recover deliverability.
troubleshootingTroubleshooting: page not indexed
When you published but Google still doesn't show your page.
troubleshootingTroubleshooting: project running late
Most slippage has a cause traceable in the project itself.
troubleshootingTroubleshooting: Webchat not loading
When the bubble doesn't show up, or chat stays in "connecting…" forever.
troubleshootingTroubleshooting: agent giving poor answers
When the agent fabricates, derails, or refuses — diagnose by reading the transcript carefully.
troubleshootingTroubleshooting: form not submitting
When the button does nothing, or submissions don't reach CRM.
troubleshootingTroubleshooting: automation not firing
When you expected the workflow to run, but nothing happened.
troubleshootingTroubleshooting: low completion rate
When people start but don't finish.
troubleshootingTroubleshooting: stamping fails (MX, BR, ES)
Most stamping errors are credential, customer data, or amount issues — not platform issues.
troubleshootingTroubleshooting: prices not updating on quotes
When you edit an item but new quotes still show the old price.
troubleshootingTroubleshooting: permission errors
OAuth misconfigurations, workspace policies, expired tokens.
troubleshootingTroubleshooting: client cannot access the portal
When a client reports the portal won't load — three causes and fixes.
troubleshootingTroubleshooting: emails to contact bounce
When marketing or transactional emails to a contact bounce — diagnose and fix without damaging reputation.
troubleshootingTroubleshooting: tax-ID validation errors
When you can't save a company because the tax ID is rejected — common causes.
troubleshootingTroubleshooting: invoice fails to stamp
When the CFDI/Facturae stamping rejects your invoice — common SAT or AEAT errors.
troubleshootingTroubleshooting: PDF rendering issues
Misaligned tables, missing logos, weird fonts — common rendering issues and fixes.
troubleshootingTroubleshooting: signer cannot open or sign
When a signer reports the link doesn't work — four common causes and fixes.
troubleshootingTroubleshooting: client portal access issues
When a client can't access the project portal — three common causes.
troubleshootingTroubleshooting: files not appearing in Drive
When uploads succeed in OMB Cloud but don't land in Drive — three checks.
troubleshootingTroubleshooting: emails not syncing into the Hub
When the Email Hub stops ingesting new messages — diagnose in 3 steps.
troubleshootingTroubleshooting: double bookings or wrong timezone
When a prospect books a slot that's actually unavailable — common causes.
troubleshootingTroubleshooting: leads not appearing in the CRM
When new leads from forms or webchat don't show up — three things to check.