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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.
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. ...
View Previous Uploads
The View Previous Uploads screen allows you to gain insight on contacts added to the system via uploads. From this section, you’ll be able to see the name of the file, number of lines in the spreadsheet, the number of new contacts added, the number ...