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Last Updated: 09/29/2025
in Contact Management
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 re...
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Last Updated: 09/29/2025
in Contact Management
1. Can I remove or disable the email option for a contact? You cannot remove the email field entirely or disable the option system-wide. However, contacts can be unsubscribed from marketing emails. Contacts can unsubscribe themselves using the...
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Last Updated: 09/29/2025
in Contact Management
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...
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Last Updated: 09/29/2025
in Contact Management
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 Categorie...
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Last Updated: 09/29/2025
in Contact Management
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 art...
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Last Updated: 09/29/2025
in Contact Management
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...
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Last Updated: 09/29/2025
in 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 Tutorial ...
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1. Why can’t I merge these two invoices? These invoices can be merged, but you must move any payments first. Merging invoices does not move payments, and the system blocks merging if both invoices have payments. To move a payment: Open t...
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Overview These are the most frequently asked questions about Proposals within service minder . 1. What is the difference between "Won" and "Accepted" proposals? Accepted : Shows only proposals currently in the “Accepted” status in the ...
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Overview Discounts and markups allow you to adjust the pricing of items on your proposals or invoices, giving you flexibility to reward customers, account for special circumstances, or adjust for costs. In this section, we’ll guide you step by st...
