Contact Fields are the data set that you specify for the account’s database. Each account comes with the a handful of default fields, however you can create as many custom Contact Fields as you would like, to ensure that the data within your database is relevant to your needs.
The system generated Contact Fields are:
Name
Surname
Email
Mobile
Date of Birth
Tags
We recommend having a think about how you would like to market to your database in 2 years time, and set up your Custom Fields accordingly. I.e. If you’d like to focus on marketing to locals, set up a Postcode field and start capturing prospects and customers postcode
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View Contact Fields
To see the Contact Fields that are already set up in your account, simply click on the Contact Fields heading at the top of the screen
Delete a Contact Field
Locate the Contact Field you would like to remove Click the dropdown next to the relevant field Select Delete Confirm you are happy to delete the contact field *Please note that deleting a Contact Field will permanently remove any data associated ...
Settings Overview
The Settings section of an account allows you to set up and modify details and permissions for an account and its various users. Within the Settings section you will be able to modify existing account details, such as the Account Name, Country, and ...
Contacts Overview
The Contacts section is the ideal solution for data consolidation, management and growth. Whether your looking to start a new database, grow an existing one, clean, or revitalise an old one; you will be able to do it all in this one spot..The ...
Custom Fields Description
Text The Text field allows the user to add a single line of text. Text fields are best used for one word answers or short descriptions Textbox The Textbox field allows the user to add a paragraph of text. Text fields are best used for longer answers. ...