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Managing employees, vendors, contractors or customers
Managing employees, vendors, contractors or customers

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

Jose avatarKatie Gunter avatar
By Jose and 1 other2 authors11 articles

Contacts


Creating a ContactCreate new contacts or vendors for your account
Adjusting Notification DeliveryFind 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
Archiving a ContactFind out how to disable or archive a contact
Contact Timeline - Upcoming & PastView Upcoming Notifications and Audit Log (past activity) for Contacts and Expirations

Contact Types


Contact TypesWhat are Contact Types and how to apply them to your account
Adding custom fields to a contact typeFind out how to add custom fields specifically to a contact type

Search and filtering


Searching & Filtering ContactsFind out how to search, filter and create reports for contacts

Audiences


AudiencesFind out how to create an audience for specific contacts

Bulk changes


Bulk Updating Notification DeliveryFind out how to bulk update the delivery type for contacts
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