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Contact Settings Questions
How to Create Tags and use them to Search Contacts
#257
00:04:21
Using tags can be important for your business because you can easily segregate your Clients into different groups according to status, interests, products purchased from you or anything else you can think of.
No votes yet.
Contact Settings
Contact Tags
How to make it so that the All Contacts and Contact Picker only show contacts that a person is assigned to?
#250
There's a setting in "Settings" --> "Contacts" called "Filter contact pickers to only display contacts that users have Full or Limited access to" that makes it so that people can only see contacts that are shared with them. The shared with setting is located within full edit view of each contact.
No votes yet.
Contact Settings
Permissions
How to Set Up Default Client Access Permissions
#44
00:02:03
You can set up your default client access and permissions by going to Settings > Contacts.
No votes yet.
Customer Portal
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