Overview
The Dashboard View provides the user with a simple and effective way to view all the relevant information at a glance. Dashboard – Introduction On t...
Thu, Aug 24, 2023 at 12:08 AM
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...
Sun, Sep 24, 2023 at 11:10 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 ab...
Sun, Sep 24, 2023 at 11:11 PM
On the All 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 Fieldnote...
Wed, Sep 6, 2023 at 1:52 AM
Overview To effectively manage all your appointments, To Do's, and even emails and messages, you can view them through the Timeline tab. This is ...
Wed, Sep 6, 2023 at 1:46 AM