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Defining a “Note” vs. a “Task” in your Contact Manager

Defining a “Note” vs. a “Task” in your Contact Manager

We often get many of the same questions from our subscribers, and we will take these common questions and create knowledge-base articles on them so that other subscribers that might have the same question can easily search for and find this information when they need it.  We organize and store all of this information in...
Customize Email and Letter Templates with Web Based CRM

Customize Email and Letter Templates with Web Based CRM

With BIGContacts, you have always been able create custom Email and Letter Templates that would merge standard (core) contact information into the body of either template type. We have recently expanded this customization to include custom fields.