Manage Contacts

Review different ways to efficiently manage your contacts.

How to Manage Contacts
On the Manage Contacts page, you have a number of ways to manage your contacts so that you can work efficiently. On the top section, you can see a numbe...
Tue, May 25, 2021 at 10:42 AM
Saving Contacts as Report
Saving your contacts as report helps you group your list especially when you have a huge number of contacts. Whether name the group as friends and family, H...
Tue, May 25, 2021 at 10:46 AM
How to Organize Contacts - Best Practices
We often get asked about the best way to organize your contacts.  Why does it matter?  Because whether you have a list of 100 or 10,000 contacts, it becomes...
Tue, May 25, 2021 at 10:48 AM
Contact Lead Page Report
On this page you'll see the Contact Lead Report which you can review to see the overall standing of your leads. You can decide how you want this sc...
Wed, Jun 16, 2021 at 2:34 PM
TouchPoints - Contact Management Reminders
Have you ever forgotten to connect with your contacts?  After awhile, you simply lose your relationship with them?  At that point in time, your client that ...
Tue, May 25, 2021 at 10:50 AM
Merging Contacts
This is a simple update that you can use Sparky for.  Send a command to Sparky to merge contacts.  For example, there are two contacts - Joe Smith and Josep...
Tue, May 25, 2021 at 10:54 AM
Mass Edit on Contacts
Have you ever need to edit/update a group of contacts? If so, you need to use Mass Edit. It is a fast and easy way to update a number of contacts quickly wi...
Wed, Jun 16, 2021 at 12:13 PM
Do Not Call/Do Not Email
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 a legally required by ...
Tue, Jun 15, 2021 at 12:10 PM
Contacts Shortcut
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...
Tue, Jun 15, 2021 at 3:12 PM
Dynamic Tags or Smart Tags
Dynamic Tags We offer tags or placeholder that you can use for your emails/SMS communication. You don't have to worry on making sure that you'...
Wed, Jun 16, 2021 at 3:08 PM