AVZ Benefit Solutions asked us, “How does the Custom Field “File Upload” work? Can the contact and/or user upload a file? How can it be used with mail templates?” “I just created a loom video for you explaining this in detail: https://www.loom.com/share/6e00339bc2ab43ec9791dd0d7404276d Thanks”
custom field
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Erna Cabuguas asked us, “Hi, question, in a Campaign there’s a multi Users assigned in that Campaign, then in it’s content setup as an SMS, the customized field for User name is there, will it just filter the name of the User assigned to a…
Becky Chopek Wilson asked us, “Is there any way to have an order to the custom fields? They are all over the place and I would like to be able to put them in order.” “Hi! You can arrange the position of the fields in…
Health Meets Wealth Insurance asked us, “So I noticed that Agent CRM only has 1 phone number field for contacts. I think we will need a home phone and a cell phone field. Should we do a custom field to achieve this and call it…