Managing employees, vendors, contractors or customers

Using the contacts feature to manage employees, vendors, contractors, suppliers, customers, clients or any other person.

18 articles in this collection
Written by Jose

Contacts

Who can be a contact

Find out who can be a contact

Written by Jose
Updated over a week ago

Creating a contact

Find out how to create a contact

Written by Jose
Updated over a week ago

Setting up a contact to receive mobile text messages

Find out how to send SMS or mobile text messages to contacts

Written by Jose
Updated over a week ago

Past activity timeline

Find out the history of everything that has happened with a contact in the audit and history timeline

Written by Jose
Updated over a week ago

Upcoming activities timeline

Find out any upcoming activities for a contact like future notifications and schedule

Written by Jose
Updated over a week ago

Adjusting how notifications are delivered

Find out the different ways notifications can ben sent including grouping emails

Written by Jose
Updated over a week ago

Adding custom fields to contacts

Find out how to add custom field or attributes to contacts

Written by Jose
Updated over a week ago

Adding a note to a contact

Find out how to add multiple notes to a contact

Written by Jose
Updated over a week ago

Disabling a contact

Find out how to disable or archive a contact

Written by Jose
Updated over a week ago

Contact Types

What is a contact type

Find out how to categorize contacts with contact types

Written by Jose
Updated over a week ago

Adding a contact type

Find out how to add a new contact type

Written by Jose
Updated over a week ago

Adding custom fields to a contact type

Find out how to add custom fields specifically to a contact type

Written by Jose
Updated over a week ago

Search and filtering

Searching for contacts

Find out how to search, filter and create reports for contacts

Written by Jose
Updated over a week ago

Searching for contacts with a category

Find out how to search that have a category with any status, current or expired

Written by Jose
Updated over a week ago

Audiences

What are audiences

Find out what are audiences and how to create contact groups

Written by Jose
Updated over a week ago

Creating an audience using rules

Find out how to create an audience using rules

Written by Jose
Updated over a week ago

Create an audience for specific contacts

Find out how to create an audience for specific contacts

Written by Jose
Updated over a week ago

Bulk changes

Updating the delivery type

Find out to bulk update the delivery type for contacts

Written by Jose
Updated over a week ago