FieldNotes Ai

Press a contact's name to the Manage Contacts, you have an easy way to manage your client contact. When viewing the contact's information, you have ...

We often get asked about the best way to organize our contacts. Why does it matter? Because whether you have a list of 100 or 10,000 contacts, it becomes h...

Have you ever forgotten to connect with your contacts? After a while, you simply lose your relationship with them. At that point, your client, with whom you...

All of your contacts will be listed on the "Contact" List. The entire function of what you can do to each of your contacts will be available once ...

Filtering your contacts and saving "Views" helps you group your list especially when you have a huge number of contacts. Whether name the group as...

This feature can easily be accessed under Contacts > All Leads. You'll be able to get a quick yet comprehensive overview of your connections on this ...

Did you know that wherever you are on your Fieldnotes account, you can add and send a quick message to a contact? Check this + button on the top portion...

If you have a contact that has requested you to stop emailing or calling them, you are required to comply with their request. This is legally required by th...

Dynamic Tags We offer tags or placeholders that you can use for your email/SMS communications. You don't have to worry about making sure that you...

To make it easier to understand the contact creation pipeline, a new Source option has been added. It shows the original source from which the contact was c...