Custom Field Action Buttons are great for quick actions such as sending out emails, letters, making bookings or reporting and tagging. 



The following action buttons are free and can be set up inside your account to do the following: 


Activity Report – click this button to view an overall summary of history activity shown as a bar chart by month and activity type.

 

Search History – click this button to be able to search a word or sentence amongst all your contacts or ‘just the contact record you are in’ which will find any matching History.

 

View Calendar – this button takes you directly into a pop up screen of your Calendar – this is great for checking availability/making an appointment while working inside a contacts record.

 

BULK Tag C/Fields – search custom fields and then apply a bulk tag to contacts matching your search criteria – please click here to read more on this new feature.


SPAM button - this filters any unwanted emails that get forwarded into your CRM account.  It allows you to choose which emails to mark as spam by clicking on the SPAM button inside a contact record - once the Spam button has been clicked the contact record will be deleted an no further emails from this contact will be sent into your CRM account.


If you then click this button – it will mark that email as SPAM – and we will not reprocess it meaning it will not be landing inside your CRM again.


Please note - that is you mistakenly mark a contact as 'SPAM' and need to restore the contact then you will need to let us know the details of the contact such as name and company name and if there was any History such as Email or Phone history inside the contact's record that will need to be restored. 

 

Please contact our Help Desk so that we can add these buttons into your CRM account.