One of the ways to organize your contact database in Relenta is to use Contact Groups. They are are hierarchically organized into Categories and can be managed in Settings > Contact Groups. In the left vertical Groups tab, you can collapse categories for compact view, and drag-and-drop to reorder the display sequence. This is done…
DetailsGo 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.
To mass unassign contacts from a group:
Navigate to group in question
Select contacts to unassign using checkboxes
Click the Unassign button
You can post forms from your website directly to Relenta using our Web Form API. This requires a few simple modifications to your existing form: Change the form action to post to http://your-account-name.relenta.com/api/httpform Change the field names to match contact fields in Relenta. If your forms contain additional fields that don’t correspond to the fields…
DetailsTo transfer contacts between departments, export them as a CSV file, and import it into the target department.
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