How do I create Custom Fields?

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.

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How do I create a Group?

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,…

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