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 one-click access to d...

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 in time, your client that y...

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

Saving your contacts as reports helps you group your list especially when you have a huge number of contacts. Whether name the group as friends and family, ...

This feature can easily be accessed under Contacts > Manage Leads. You'll be able to get a quick yet comprehensive overview of your connections on t...

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 s...

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 placeholder that you can use for your emails/SMS communication. You don't have to worry on making sure that you'...