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Add Contact Field
To add a new Contact Field click on the plus sign at the top right of the screen Select Add Field Enter a name for the field Select the relevant field type Click Submit
Edit an Existing Contact Field
To edit a field that has already been set up, simply locate the Contact Field you’d like to modify Click the “Edit” button to the right side of the field From here you can: Update and existing name Adjust the field type Set or edit a default value ...
Contact Fields Overview
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 ...
Making Bulk Updates to Contacts
Contacts can be updated in bulk directly via the Contacts section. This can allow for performing actions such as: Assigning new tags Updating the email & sms subscription preferences Editing the values of contact fields Mass delete records To ...
Managing Tags
Tags are one of the many ways available to you to help with organising data. One or more tags can be applied to each contact record to provide additional information and an easier way for contacts to be located again by searching for that particular ...