Contacts
9 articles
How to merge contacts or change a contact's email addressFor when a customer, client or contact would like to change their email address or move data to another contact. Not for user emails!
How to edit the columns in the contact overview pageChange the visible attributes on the contacts page.
How to manually add a contactCreate a new contact through the dashboard.
How to create custom contact attributesCreate a new custom contact attribute.
How to delete a contactRemove a contact.
How to set up a referral programInstructions to configure a referral program.
How to access a contact’s profile and adjust their dataNot applicable for changing a customer email address.
FAQ Contact Attribute ExplanationsContact attributes explained
Contact history & activity logHow to access a contact's transaction history & activity log