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Care Contacts

Care Contacts

Manage your care contacts, companies, fields and more

Articles

(4)
SA
Understanding Company

Learn what is a company, how to create it, and navigate to the company details view, and its widget description. A Company refers to an organization that is associated with contacts with whom you have interacted in the past or want to reach out in the future. They help you manage and track the open

company

Articles

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Care Contacts

SA
Understanding Contacts

Learn contacts, the process to create a contact, navigate to the contact details view, and various contact widget descriptions. Contacts are customers you have interacted with in the past or those you want to interact with in the future. They help you manage and keep track of the contacts reaching o

Contacts

Create a Contact

Articles

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Care Contacts

SA
Understanding Company Fields

Learn company fields, how to create company fields, and their types. Company fields are a set of custom fields that help you capture the right company information in a format of your choice. You can add various field types to add company information as and when you get them. For example, a text fiel

Create Company Fields

Company Fields

Articles

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Care Contacts

SA
Understanding Contact Fields

Learn contact fields, how to add them, and their types. Contact fields are a set of custom fields that help you capture the right contact information in a format of your choice. You can add various field types to add customer information as and when you get them. For example, a text field can be use

Create Contact Fields

Contact Fields

Articles

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Care Contacts

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