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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 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 ...
View Role
By clicking the “View Role” button next to the role name, you will be taken to a screen where you can see all of the access levels which are set up for that particular role.
Submissions
As well as storing data within the Contacts section, the platform will also store all submissions received. To view submissions, navigate to the Forms section, locate the form and select Submissions from the actions dropdown. The submissions page ...
Upload Contacts
Uploading contacts is the most efficient way to add multiple contacts to the database. Within the platform, you can import a spreadsheet of all your contact data. When saving your spreadsheet, please ensure the file type is CSV (Comma Delimited). ...