Contact Management

Overview This article will review: Settings and Navigation Contact Details Address Measuring Contact Location Area Contact Notes Flash Message Contact Referrals FAQs Video...

Overview Contacts can receive notifications about various phases of their experience when working with your business. This article will review how to customize those notification settings to best suit your needs. This article will review: ...

Overview On several grids, you have the ability to download and upload. This is useful for saving or sharing data, but it also allows you to make bulk changes via Excel and then quickly implement those changes into service minder . This artic...

Overview Tags and Categories allow you to separate your contacts into various groups. Each contact only has one Category, but can be assigned multiple Tags. You can change a contact's tags and categories as needed. Think of Categories ...

Overview This page covers additional features around labeling multiple Contacts under a single "controlling" Contact to make it easier for billing and scheduling. Need some extra contact information on your customer? Does one property manager hav...

Overview By default, all templates that service minder builds on your behalf will include the Unsubscribe button. This is mandatory for all email communications to adhere to legal requirements. 1. Does the “Do Not Email” checkbox, include bo...

Overview There are many possible reporting and tracking capabilities for the contacts within your service minder account. There are brand-level reports and there are organizational-level reports. For this article, we will focus on org-level repo...

Overview Research Links can be used to gather information about a contact's property and location. You customize these links to connect with websites that will provide the most relevant details for your business. This article will revie...

Overview Contact Settings can be found in the Control Panel. This article will review: General Settings Presentation Defaults General Settings Learn more about  Contact Managed By  and  Contact Ow...