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


Navigate to the upper right corner under your name to access the My Profile and Settings page



My Profile

On the My Profile page, you will see 3 tabs:


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 smart number. Everything else can be updated, including your profile picture and theme. 


2.  Signatures & More (to use with Fieldnotes Email/SMS text Add-on Features)


In this tab, add your signature, social links, and review links. Individual signatures can be created for each member of your team. You can add an image or change the font and color of the text in the email section depending on your preference.


 


3.  Billing History


This section will contain all of your account billing history.




Settings

On the Settings page, you can do the following:

  • Generate an API key to integrate to different systems including Zapier - ask your Customer Success Manager for help.
  • Connect to your email/calendar through Google or Microsoft Account - This allows Sparky to add reminders on your calendars or to send emails from your account.
  • Setup your Smart SMS number for Sparky to text your contacts on your behalf.
  • Manage Users (for Admins only) to create or update users to the account.
  • Create and manage SMS and Email templates which will be helpful when it comes to sending a quick email/text to your contacts.



API Key:

This is an encoded key that can be used to integrate with a variety of systems such as kvCore, Facebook, Zillow, Zapier, etc. Please contact your Customer Success Manager or email us at support@fieldnotes.ai for a more comprehensive list.


Connecting with Email/Calendar (Add-on Feature)

Fieldnotes integrate with Microsoft Office and Google Calendar. Simply clicking the button will take you to a step-by-step guide on how to connect your calendar. This will allow you to transfer your Google or Outlook events/appointments to your Fieldnotes system, creating a more organized view of your day.


To learn more, click here for the Calendar/Email Integration article


Get a Smart SMS Phone Number (Add-on Feature) 

If you don't have a Smart SMS number yet, click here to select a number that you like.  Enter the area code that you want to use. If you don't like what you see, hit Enter again to view more available numbers. If you did not originally sign-up for the plan with SMS texting, you can add it here at this time. You get a 40-60% response rate using SMS compared to 25-30% using email messages.


Manage Users

You will see this feature only if you are the primary user or have been granted Admin privileges  This allows you to add or update users to your account.



If you have any questions, contact us at support@fieldnotes.ai.