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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 ...
Delete Forms
To Delete an existing Form locate the Form you would like to delete via the form list (or utilise the search feature to search for the form) Click the drop down button next to the relevant form Select Delete from the drop down Confirm you are happy ...
Delete a Template
Locate the Template you would like to Delete via the template list (or utilise the search feature to search for the template) Hover your mouse over the relevant Template Click the Delete button Confirm you would like to delete the template