Overview

Introducing the Dashboard
The Dashboard View provides the user a simple and effective way to view all the relevant information at a glance. Dashboard – Introduction On the Da...
Mon, Mar 21, 2022 at 4:16 PM
Importing Contacts
When you first start using Fieldnotes, you may want to upload your existing contact details to Sparky so that all your contact information can be added to t...
Tue, May 25, 2021 at 10:31 AM
Manage Contacts - Functionality
On the Manage Contacts page, you are presented a summarized list of all the contacts that you have sent to Sparky to track.   If you are new to Field...
Mon, Mar 21, 2022 at 6:19 PM
Managing Timeline for your Tasks & Appointments
Overview To effectively manage all your appoinitments, To Do's and even emails and messages, you can view it through the Timeline tab.  This is a powe...
Mon, Mar 21, 2022 at 6:05 PM
Navigation Ease - Breadcrumbs
To help you with navigating easier between pages, we have a feature called Breadcrumbs. This shows where you are at.  And if you want to go back to the p...
Fri, Mar 4, 2022 at 1:56 PM
Texting with Your Smart Number
You are able to select a Smart Number in the Settings page. Obtaining a Smart Number will allow you to send text messages from our platform wheneve...
Tue, May 25, 2021 at 10:40 AM