FieldNotes Ai

On the Manage Contacts page, you have an easy way to manage your client contact.  When viewing the contact's information, you have a one click access t...

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...

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...

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...

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 ...

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...

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...

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 ...

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...

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'...