Have you been enjoying creating Action Plans for your contacts? You keep adding in the past and now you're having a hard time locating or organizing them? Don't worry!  We are constantly looking for ways to enhance the user experience within our platform. We made a folder system for the Action Plan in order to stay organized.

  • You can now easily create folders depending on your preference.
  • To stay organized, drag and drop each Action Plan into the appropriate folder.


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