I'm new to Fieldnotes so Where do I Start?
Let's get started!
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...
Sun, Sep 24, 2023 at 11:04 PM
Welcome to Fieldnotes Basics! It's easy to get started with Fieldnotes CRM! To get started, all you have to do is log in to your CRM at https://...
Thu, Aug 10, 2023 at 12:35 AM
Importing your contacts into Fieldnotes is easy. Simply build your Excel or CSV (comma-separated values) file to upload your contacts into Fieldnotes. Yo...
Mon, Sep 19, 2022 at 3:38 PM
Despite all the challenges with Facebook contacts, it is possible to download your contacts and information out of Facebook and into Fieldnotes. We know tha...
Tue, May 25, 2021 at 9:38 AM
Exporting your contacts from KV Core? Here are 3 easy steps to export your contacts and upload them into Fieldnotes! You may only export the contacts t...
Thu, Aug 10, 2023 at 12:38 AM
New to CRM and building your contact list? No worries. It's easy but it's also important to do it. If you don't, you are missing out on opport...
Thu, Aug 10, 2023 at 1:00 AM
We are working on improving the user experience for each of the system features. For Tasks, we have created a calendar view style. This new display provid...
Fri, Sep 8, 2023 at 12:39 AM