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...
Tue, May 25, 2021 at 10:30 AM
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...
Tue, May 25, 2021 at 10:32 AM
Managing Tasks & Appointments
Overview On the Tasks page, you are presented all of the tasks assigned to any contacts in your system. This includes both Appointments which have a date a...
Tue, May 25, 2021 at 10:35 AM
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 ...
Tue, May 25, 2021 at 10:39 AM
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