Troubleshooting

March 14, 2026

Quick Fixes #

Try these first before diving into specific issues:

  1. Pull to refresh — pull down on any list screen
  2. Restart the app — close completely and reopen
  3. Check internet — verify Wi-Fi or cellular is active
  4. Check your site — open the WordPress site in a mobile browser
  5. Update the app — install the latest version from App Store / Google Play
  6. Restart your device — a full power cycle resolves many issues

Connection Problems #

Cannot Connect to Server

Symptoms: “Connection failed”, timeout errors, loading spinner that never stops

Fix:

  1. Verify the site URL includes https:// and has no trailing slash or path
  2. Test the site in your mobile browser — if it doesn’t load there, the issue is server-side
  3. Check your internet connection (try switching between Wi-Fi and cellular)
  4. Contact your administrator to verify the PloverCRM plugin is active

SSL Certificate Errors

Fix:

  1. Verify the site loads with a padlock icon in your mobile browser
  2. Check your device date/time is set to automatic (incorrect date causes certificate failures)
  3. Update your device OS — older versions may not trust newer certificates

Timeout Errors

Fix:

  1. Try on a faster connection (Wi-Fi instead of cellular)
  2. Retry during off-peak hours
  3. Contact your administrator to check server performance

Authentication Errors #

Invalid Credentials

Symptoms: “Invalid username or password”, “Authentication failed”

Fix:

  1. Use your WordPress username — not your email address
  2. Use your API password — not your WordPress login password. The API password is a separate 12-character string generated in PloverCRM settings
  3. Check for typos — both fields are case-sensitive
  4. Contact your administrator to verify your API password is still active

Unexpected Logout

Fix:

  1. Your API password may have been revoked — contact your administrator
  2. Your WordPress account may have been deactivated
  3. Try logging in again with the same credentials
  4. If that fails, request a new API password

Sync Issues #

Workspace Sync Failed

Symptoms: Missing custom fields, wrong stage colors, outdated lists

Fix:

  1. Settings → Data & Sync → Refresh Workspace Data
  2. If that fails, logout and login again (triggers a full sync)
  3. Check internet connection

Contacts Not Appearing

Fix:

  1. Clear any active filters (check for highlighted search icon or filter indicators)
  2. Pull to refresh the leads list
  3. Check your view scope — your CRM role may limit you to “Owned” contacts only
  4. Contact your administrator about your permissions

Changes Not Saving

Fix:

  1. Verify internet connection — edits require connectivity
  2. Check your permissions — you may not have edit access for that contact or field
  3. Ensure required fields are filled (at least one of: name, email, or phone)
  4. Check for duplicate contacts (same email or phone)

Notification Problems #

Push Notifications Not Received

Fix:

  1. Check device permissions:
    • iOS: Settings → PloverCRM → Notifications → Allow
    • Android: Settings → Apps → PloverCRM → Notifications → ON
  2. Verify notifications are enabled for the workspace in app settings
  3. Check Do Not Disturb / Focus mode
  4. Logout and login to re-register the push token
  5. Verify your administrator has enabled push notifications in WordPress

Reminder Notifications Not Appearing

Fix:

  1. Check device notification permissions
  2. Verify the reminder is scheduled for a future time (past reminders don’t trigger notifications)
  3. Android: Check battery optimization isn’t killing the app — add PloverCRM to “unrestricted” apps
  4. iOS: Enable Background App Refresh for PloverCRM

Notifications Delayed

Fix:

  1. Disable battery saver / low power mode
  2. Don’t force-close the app from the app switcher
  3. iOS: Settings → General → Background App Refresh → enable for PloverCRM
  4. Android: Settings → Battery → PloverCRM → Unrestricted

Performance Issues #

App Slow or Freezing

Fix:

  1. Restart the app
  2. Clear app cache:
    • iOS: Delete and reinstall the app
    • Android: Settings → Apps → PloverCRM → Storage → Clear Cache
  3. Update to the latest app version
  4. Restart your device
  5. Ensure at least 1 GB free storage

High Battery Usage

Fix:

  1. Disable Background App Refresh if not needed
  2. Avoid constant pull-to-refresh
  3. Update to the latest app version (may include battery optimizations)

App Crashes #

Crashes on Launch

Fix:

  1. Restart your device
  2. Update the app to the latest version
  3. Delete and reinstall the app
  4. Update your device OS

Crashes During Use

Fix:

  1. Update the app
  2. Close other apps to free memory
  3. Delete and reinstall if persistent
  4. Report the crash to support with steps to reproduce

Android-Specific Issues #

Battery Optimization Killing the App

Many Android manufacturers aggressively kill background apps. To prevent this:

ManufacturerSetting
SamsungSettings → Battery → Never sleeping apps → Add PloverCRM
Google PixelSettings → Battery → Battery optimization → PloverCRM → Don’t optimize
OnePlusSettings → Battery → Battery optimization → PloverCRM → Don’t optimize
Xiaomi/MIUISettings → Apps → PloverCRM → Autostart → ON; Battery saver → No restrictions
HuaweiSettings → Battery → App launch → PloverCRM → Manage manually → Enable all

Notification Channel Settings

Android uses notification channels. PloverCRM has two channels:

  • Default — push notifications for new contacts
  • Reminders — local reminder notifications

You can configure sound, vibration, and importance for each channel independently in Android Settings → Apps → PloverCRM → Notifications.


iOS-Specific Issues #

Background App Refresh

For timely notifications and data sync:

  1. Settings → General → Background App Refresh
  2. Enable for PloverCRM

Low Power Mode

Low Power Mode can delay notifications. Disable it when expecting important alerts: Settings → Battery → Low Power Mode → OFF


Getting Help #

When contacting support, include:

  • Device: model and OS version (e.g., iPhone 15, iOS 17.4)
  • App version: found in Settings → Check for Updates
  • WordPress site URL
  • Exact error message (screenshot if possible)
  • Steps to reproduce the issue
  • When it started and how often it happens