Contact Information

Contact Details The account’s contact details are located on the account screen right under the Account Display. Use the scroll bars on the Contact Details box (red) to view Custom Fields that are set at the account level. How is Contact In...

How to Edit Contact Info Change Best Contact Hover over the Best Contact phone number so it is boxed in light blue. Select the that appears to the right. The available phone numbers to choose from appear. Select one to be the Best...

Marking Cell Phone for SMS (Text) Opt In/Out A cell phone number on an Individual can be marked whether or not they want to receive SMS (texting). A cell phone that opted-out of SMS will be marked with when viewed from the Individual right-sid...