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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 do I create a Group?

Here are instructions for creating Groups in your Relenta account. Click the Settings icon and choose Contact Groups. Start by adding a Default set of groups. These will appear at the top of the list of Groups you see when you click the Groups tab. Click the blue +Category button. In the Category name field,…

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 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.