Now that you've gotten started, here are some additional features to help you personalize your experience with Fieldnotes in our New UI.


Navigate to the upper right corner, and click your name to access your Profile.


Profile


1. Profile

The Profile tab displays your account information and allows you to make changes at any time. Making changes to your account information allows you to stay on top of things. Setting the correct time zone is also important, especially when making appointments. Simply navigate to the information that needs to be updated (i.e. Preferred Time-zone, email address, password). Enter your preferred time zone or information in the appropriate field. You can change any of the fields, including your first and last name, email address, and even your subscription to daily task reminders. Confirm your changes by clicking the "Save Changes" button, and you're all set. 


 

Note that, the only part of your profile that you can’t change is your Fieldnotes assigned a smart number. Everything else can be updated, including your profile picture. 

Settings



On the bottom left, you will see Settings icon, this is where the following actions can be performed:


  • Emails and Calendars Configure accounts to send emails and connect your calendar with Fieldnotes
  • Texts and Calls Setting up preferences for Texts and Calls
  • Feature Access List of features you are subscribed to, and optional premium features available
  • Billing History Manage your payment information, access invoices, and review payment history
  • Signatures Crafting unique, elaborate signatures to include with your SMS and emails
  • Social Links Set up individualized custom text and links for use in communications.
  • Review Links Configure user-specific custom text and links to be used in communications
  • My Connections Link your account to widely-used services for the purpose of exchanging data.
  • Lead Assignment Establish guidelines for the allocation of new leads to their respective owners.
  • Touchpoint Setup an auto-generated target list of leads for you to work on each week
  • Message Templates Create templates for your email and SMS campaigns, including action plans
  • Manage Teams Administrator-level function for the creation and setup of diverse teams
  • Manage Users Administrator-level capability to configure users and oversee their subscription management.
  • Notification Settings Customize notifications for the activities within Fieldnotes that you want to receive and be informed about.
  • Download of Report  A toggle option to enable all non-admin users to download contact details from Fieldnotes
  • Profile Settings Edit your user profile including name, email, phone, and password.


API Key:


An encoded key designed for integration with various systems, including kvCore, Facebook, Zillow, Zapier, and more. For an extensive list, kindly reach out to your Customer Success Manager or contact us via email at [email protected].



Connecting with Email/Calendar


Fieldnotes seamlessly integrates with Microsoft Office email or Google email and Calendars. By clicking a simple button, you'll be directed to a detailed walkthrough for connecting your email/calendar. This facilitates the transfer of Google or Outlook events/appointments from your Fieldnotes system to your calendar, enhancing the organization of your daily schedule.



Acquire a Smart SMS Phone Number (Add-on Feature):


In case you haven't acquired a Smart SMS number yet, you can click here to choose a number that suits your preferences. Simply input the desired area code you wish to utilize. If the options displayed aren't to your liking, press Enter once more to explore additional available numbers. If SMS texting wasn't included in your initial plan signup, you have the opportunity to add it now. Experience a remarkable 40-60% response rate through SMS, in contrast to the 25-30% rate achieved with email messages.


User Management:


This feature will be visible exclusively to the primary user or those bestowed with Admin privileges. It enables the addition or modification of users within your account.



If you have any questions, contact us at [email protected].