Overview
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, Sep 19, 2022 at 4:33 PM
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...
Mon, Sep 19, 2022 at 4:46 PM
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...
Mon, Sep 19, 2022 at 4:49 PM
You may want to upload your contacts when you start with Fieldnotes. In order to do that you will need to collect as much information as possible abou...
Mon, Sep 19, 2022 at 5:13 PM
On the Manage Contacts page, you are presented with a summarized list of all the contacts that you have entered into your CRM. If you are new to Fieldno...
Mon, Sep 19, 2022 at 5:18 PM
Overview To effectively manage all your appointments, To Do's, and even emails and messages, you can view it through the Timeline tab. This is a...
Tue, Sep 20, 2022 at 1:36 PM