Monthly Archives: June 2013

How do I create Custom Fields?

You can create any number of custom contact fields that are unique for your business. There are five types:

Number
Text
Date
Single choice
Multiple choice

Go to Settings > Custom Fields. You can drag-and-drop to change the order in which custom fields are displayed.

How does contact merge work?

Go to the first contact, click Edit and then Merge button. Search for the second contact to merge with. Name, job title, company, and custom fields of the second contact will be overwritten by information from the first contact. All other contact fields will be added up.

Where do the contact pictures come from?

The contact picture (a.k.a. avatar) may be pulled from a number of different sources. The first choice is Gravatar, a service which lets anyone to upload their avatars. Gravatars are identified by person’s email address, so if the contact email is a match, we will use that picture. If no Gravatar image is available, we…

How do I assign multiple contacts to groups?

To mass assign contacts to groups, follow these steps:

Select contacts from the list using checkboxes
Click the Groups button
Select the target groups
Click the Assign button

Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.

How do I unassign multiple contacts from a group?

To mass unassign contacts from a group:

Navigate to group in question
Select contacts to unassign using checkboxes
Click the Unassign button

How do I add a note to contact?

There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It will always be visible on contact preview.

To add a time-sensitive note, such as meeting results, add activity. You may label it “Note” or create any other descriptive label for the line-items of this type.