5. Blog grid – background overlap

You can create any number of custom contact fields that are unique for your business. There are five types: Number Text Date Single choice Multiple choice Go to Settings > Custom Fields. You can drag-and-drop to change the order in which custom fields are displayed.

Here are instructions for creating Groups in your Annelite account. Click the Settings icon and choose Contact Groups. Start by adding a Default set of groups. These will appear at the top of the list of Groups you see when you click the Groups tab. Click the blue +Category button. In the Category name field,…

To mass assign contacts to groups, follow these steps: Select contacts from the list using checkboxes Click the Groups button Select the target groups Click the Assign button Note: if you don’t select any contacts from the list in Step 1, then all of them will be assigned to selected groups.

There are two ways. You can add a persistent comment in Contact > Edit > Comments about this contact. It will always be visible on contact preview. To add a time-sensitive note, such as meeting results, add activity. You may label it “Note” or create any other descriptive label for the line-items of this type.