Note: Access to the Contacts settings is exclusively available to DashClicks Pro plan subscribers.
Step-By-Step Guide to Accessing Your Contacts Settings
1. Access Dashboard Settings:
Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.
2. Navigate to the Apps Tab:
At the top of the page, select the 'Apps' tab.
3. Select Contacts:
From the column on the left, select 'Contacts'.
Managing Contacts Settings
The Contacts settings allow you to create and modify custom properties for both People Records and Business Records.
1. Access Custom Properties:
Click on the arrow on the right to access either People Records or Business Records. This will lead you to a familiar interface if you have experience with the Contacts application. Here you can create new properties, remove properties, and edit the layout of information for your contacts.
Note: If you require assistance in managing your properties, we have a dedicated help article available.
2. Managing Tag Preferences
The Tag Preferences section provides the functionality to manage your tag preferences.
Click on the '+' icon in the Tag Preferences section. Input any word or phrase you desire to use as a tag for your contact records or deal records. Once satisfied, click 'Create'.
Click the arrow icon to display a list of all your tags at the bottom.
To modify an existing tag, click the pencil icon. To delete a single tag, click the 'X'. To delete multiple tags at once, click 'Delete Multiple' on the right, check the box next to each tag you wish to delete, and then click 'Delete'.
Note: Remember to be sure about the tags you wish to delete, as this action is irreversible.
3. Managing Contact Record Visibility Preferences
The Contact record visibility preferences section allows you to manage the overall visibility of Contact records added to your account. These records can either be made visible to your entire company or restricted to just the owners and followers.
Find the dropdown under the Contact Record Visibility section. Select your preferred visibility option, i.e., whether the records should be visible to everyone in the company or just the owners and followers.
Note: Changing these settings will globally affect the visibility of all Contact records in your account. Please consider the privacy implications for your company before modifying these preferences.