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how do i adjust what details i see about each transaction
How do I adjust what details I see in my report's table?
Customize the columns in your reports to display only the information that matters to you
How do I adjust Campaign Settings
This article will teach you how to adjust campaign settings based on Subscriptions, Recently contacted and who can approve Campaigns
What is a note and how do I use notetaker?
Create customer notes with automatic titles, add photos, and search note content seamlessly.
How do I choose which details are displayed in my Stories?
Choose the details your customers can see in your Stories
How do I adjust my team settings?
Change the details related to any single team from the Teams settings [Admin only]
What details are displayed in a Story?
See what details customers can view in your team's Stories.
How do I filter and adjust my reports' results?
Apply filters to your reports to adjust the information displayed displayed
How do I adjust access or delete a report?
Control which members of your team can view certain reports or remove reports entirely.
How do I adjust who can access a Contact Method?
Adjust who can view or send from certain contact methods
What do customers see when I message them?
What do customers see when I message them?
