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Contacts

What are Categories and Groups?

June 19, 2013

One of the ways to organize your contact database in Relenta is to use Contact Groups. They are are hierarchically…

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Contacts

What is the difference between Groups and Tags?

June 19, 2013

Contact Groups don’t change much over time and remain more or less constant for your business. They can have hierarchy…

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Contacts

How do I create Custom Fields?

June 19, 2013

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

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Contacts

How does contact merge work?

June 19, 2013

Go to the first contact, click Edit and then Merge button. Search for the second contact to merge with. Name,…

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Contacts

Where do the contact pictures come from?

June 19, 2013

The contact picture (a.k.a. avatar) may be pulled from a number of different sources. The first choice is Gravatar, a…

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ContactsTop Questions

What is a Contact Timeline?

June 19, 2013

Relenta automatically generates a timeline for each contact. It includes all sent and received email, completed and pending tasks, notes…

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Contacts

How do I assign multiple contacts to groups?

June 19, 2013

To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button…

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Contacts

How do I unassign multiple contacts from a group?

June 19, 2013

To mass unassign contacts from a group: Navigate to group in question Select contacts to unassign using checkboxes Click the…

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