How can I add Custom field information after the contacts have been imported?
Hello! Here is an article (and a video) that explains how you can add custom field sets to your account: http://support.batchbook.com/m/kb/l/114251-how-do-i-add-custom-fields-video-included Once you add custom field sets, you can add them to your contacts directly from the contact record. You will see a drop down that looks like this: http://screencast.com/t/jLCGR7avN I hope this helps! Please reach out directly to email@example.com if you have any further questions we can help with! Have a great day ~ Jen
On my Contact's record, I'd like to add a link to a file on my Google Drive so I'm always looking at the most current version of the file. How can I best do this?
Hi Mike - This is Jen with the support team! I just reached out directly to your email with an answer to your question. Please reply back to that email if I can help further! Thanks!