Customize your Account

You can customize several aspects of your BigContacts account. To get started, we recommend adding custom fields to capture the contact information that you'll need for managing your contacts. Follow the steps below to start customizing your account:

Select the "Admin" tab in the left navigation menu.
Under the Manage My Account section (first block from the left), click Customize Account.
From here, you can choose any specific tab from the list to customize its settings.

Here are a few areas where you can start customizing your account:

Custom Text/Date Fields: You can add contact type, tags, picklist/drop-down menus & custom fields.
Regional Settings: You can customize the timezone, date format, telephone format, time format, and currency symbol.
Calendar Settings: You can customize settings if you would like to show birthdays, meeting subjects, and meeting locations.
Contact Activities: You can add contact activity and also edit existing contact activity.
Hire/Require Fields: BigContacts makes a certain number of fields available for you to require or hide when you add or edit a contact.

Here are some additional ways you can customize your account:

Customize the Contact Record view

Customize your Tasks

Customize your workflows (multi-step tasks)

Customize your Sales Pipeline

Create Custom Email & Letter Templates

Connect your Webform(s) to your BigContacts account

Finally, for an overview of all that you can do to customize and setup your account, we have included this direct link to our latest BigContacts QuickStart Guide

This covers everything about customizing your account and its various ways to do so. Please contact our support team if you encounter any issues or questions.