All Collections
Managing employees, vendors, contractors or customers
Using the contacts feature to manage employees, vendors, contractors, suppliers, customers, clients or any other person.
Who can be a contactFind out who can be a contact
Creating a contactFind out how to create a contact
Setting up a contact to receive mobile text messagesFind out how to send SMS or mobile text messages to contacts
Past activity timelineFind out the history of everything that has happened with a contact in the audit and history timeline
Upcoming activities timelineFind out any upcoming activities for a contact like future notifications and schedule
Adjusting how notifications are deliveredFind out the different ways notifications can ben sent including grouping emails
Adding custom fields to contactsFind out how to add custom field or attributes to contacts
Adding a note to a contactFind out how to add multiple notes to a contact
Disabling a contactFind out how to disable or archive a contact