Setup

How to Customize your Labels
You can always change the labels of your contacts fields for a more personalized page. The purpose is for you to easily locate your own categories for every...
Tue, Jul 19, 2022 at 10:51 PM
Customizing the Data fields
To have a well-organized database, we want to categorize our contacts, but sometimes we don’t get a fitting description for them. In this article, you will ...
Tue, May 25, 2021 at 12:17 PM
Daily Reminders with Fieldnotes Basics
Fieldnotes Basics CRM helps us in a lot of things on a daily basis. One of which is reminding us of our tasks. If you have not subscribed to Task Daily Remi...
Tue, Jul 19, 2022 at 10:53 PM
Call Forwarding (Premium Add-on)
When you use a Smart Phone Number through the Fieldnotes Ai Platform, you are able to text from that number and utilize it freely in Action Plans, Group Tex...
Tue, Jul 19, 2022 at 10:54 PM
Forgotten (Reset) Password
Did you forget your password?  No worries, you can easily reset your password.  You simply navigate to the main login page.  You will receive an email with ...
Fri, Dec 24, 2021 at 2:41 PM