Smackdab Help Center
Smackdab Help Center
      • How to add a Contact
      • Update Contact Details
      • Follow Contact For Regular Update
      • Delete Contact
      • Recovering Deleted Contacts
      • Contacts Detail Page
      • How to add/manage contact job role
      • How to add a Deal
      • How to Delete a Deal
      • Recovering Deleted Deals
      • Deals Detail Page
      • How to Update Deal Details
      • How to Create and Manage a Deal Pipeline?
      • How to add Deal lost reasons
      • How to add a Company
      • How to Update a Company's Details
      • How to Delete a Company
      • Recovering a Deleted Company
      • Follow a Company For Regular Updates
      • Company Detail Page
      • How to Enable the Parent Company
      • How to Add a New Activity
      • Activity Detail Page
      • Follow Activity For Regular Update
      • How to Delete an Activity?
      • How To Recover Deleted Activity
      • How to Create, Edit & Delete an Activity Type
      • How to Create, Edit & Delete an Activity Result?
      • How To Connect an Email Account
      • How to Reconnect an Email Account
      • How to Generate Email AI Summary
      • How to Link or Unlink Emails to a Specific Record
      • How to Manage Email Templates?
      • How to Manage Email Custom Views
      • How To Add Email Types
      • Manage Email Signature
      • How to manage BCC email addresses?
      • Set Email Preference to Public or Private
      • How to insert fields into an email
      • How to manage BCC email address
      • Connect Google Calendar
      • Add an Activity to Calendar
      • How to Add Resources and Users to Your Calendar
      • How to update filters in Calendar
      • How to create a custom view in calendar
      • Create Marketing List
      • Create Marketing Form
      • Edit or Delete Marketing List
      • Edit or Delete Marketing Form
      • Creating Email Marketing Templates
      • How to Use Existing Templates
      • How to Create/Update Templates or Add Them to a Folder
      • How to Create and Edit Campaigns
      • How to Create an Email Broadcast
      • How to Link a Form to an Email Broadcast
      • Dashboard Widgets
      • How to Create an Automation
      • How to Update or Delete an Automation
      • How to Create a New Automation from a Template
      • Sequence Limit Settings
      • Sequence Revision Logs
      • How to make a Sequence Active/Inactive
      • Automation Settings
      • Editing an Existing Automation Created from a Template
      • What is the Booking module, and how is it helpful?
      • How to create a Booking Type
      • How to create a Multiple Booking Link
      • How to Create an Availability Schedule
      • How to Edit or Delete an Existing Availability Schedule
      • How to Create an Unavailability/Time Off Schedule
      • How to Edit or Delete an Existing Unavailability Schedule
      • Email Templates for Bookings
      • How to Update a Promo Code
      • How to Edit a Recurring Payment
      • How to Create a New Invoice
      • How to Edit or Delete an Invoice
      • How to Create a Quote
      • What is an Invoice
      • How to Edit or Delete a Quote
      • How to Create a New Recurring Payment
      • What are Quotes
      • What is a Promo Code
      • What is a Checkout Form
      • What is a Product
      • How to Create a Promo Code
      • How to Create a Checkout Form
      • How to Edit or Delete a Checkout Form
      • How to Create a Product
      • How to Edit or Delete a Product
      • What is a Recurring Payment
      • Working with Sales Tax
      • Sales - General Settings
      • Using Smackdab Pay
      • What Are Streams?
      • How to Create a New Stream and Custom View
      • How to Update a Stream
      • How to Update Filters in a Stream
        • Personal Information: How to Update and Change Personal Information
        • Personal Information: Updating Your Date Format
        • Personal Information: Updating Your Timezone
        • Personal Information: Updating Your Default Login Position
        • Personal Information: How to Change Your Password
        • Personal Settings: Animated Icons
        • Personal Settings: Managing Your Email Signature
        • Personal Settings: Notification Preferences
        • Personal Settings: Discard Prompt
        • Personal Settings: Manage Layout
        • Personal Settings: Manage Activity
        • Personal Communication: Phone Integration
        • Personal Communication: Phone Settings
        • Personal Communication: Meeting Integration
        • Personal Communication: Email Accounts
        • Personal Communication: Email Settings
        • Personal Communication: Following
        • Personal Calendar
        • How to change profile picture
        • Branch Information
        • Branch Settings: Owner Name
        • Branch Settings: Animated Icons
        • Branch Settings: Phone Type
        • Branch Settings: Email Type
        • Branch Settings: Email Settings
        • Branch Settings: Notifications
        • Branch Settings: Discard Prompt
        • Branch Settings: Manage Layout
        • Branch Settings: Manage Activity
        • Text Marketing: Connect Instantly with Your Customers
        • Email Marketing: Email Sender
        • Email Marketing: Domain
        • Email Marketing: Double Opt-in email
        • How to show active sessions
        • How to See Audit Logs
        • How to Set Up Two-Factor Authentication (2FA)
        • How to Apply Security Alerts
        • How to Apply Security Rules
        • How to show active session
        • Administration: Hierarchy
        • Administration: Users
        • Administration: How to Deactivate and Update an Existing User
        • What is Snippet
        • How to Create a Snippet
        • How to Update or Delete a Snippet
        • What is Policy Group
        • Administration: How to Create a New Hierarchy
        • How to add/delete phone types
        • How to create a Policy Group
        • How to Edit or Update a Policy Group
        • How to add/delete email types
        • Administration: How to add new user to Hierarchy
        • Administration: How to provide access in Hierarchy
        • What is Trash
        • What is Restore
        • Activity Settings
        • How to Create an Activity Result
        • How to Create an Activity Type
        • Deal Settings
        • Contact Settings
        • Company Settings
        • How to create a new field
      • What is a Branch
      • How to Create a Branch
      • How to Manage a Branch
      • What is an Entity
      • How to Create a Custom Entity
      • How to Update or Delete a Custom Entity
      • How to Create a Custom View
      • How to Import Data from Keap to Smackdab
      • Syncing with iPoint
    • Create Your Smackdab Account
    • Start Onboarding
    • How to Connect Another Email
    • Universal Add Button Guide
    • How to generate a timeline AI summary?
    • What is Timeline and How to use/manage Timeline?
    • Overview of Smackdab’s Entities
    • How to Create Timeline Custom View
    • How to Apply Filters and Sorting
    • How to Add/Upload a File to Records
    • Update Smackdab
    • How To Add Tags
    • How To Add Notes
    • How To Add New Field Type
    • Understanding the Text Field
    • Understanding Large Text (Text Area) Field
    • Understanding Dropdown Field
    • Understanding the Date (Date Picker)
    • Understanding the Time (Time Picker) Field
    • Understanding Date Time Picker
    • Understanding Date Range Field
    • How to add Email Field Type
    • Understanding Number Field Type
    • Understanding Percentage Field Type
    • Understanding Currency Field Type
    • Understanding of URL field
    • Understanding Address Field
    • Understanding Phone Field Type
    • Understanding Radio Button Field
    • Understanding Multi-Select Pick List (Checkbox) Field Type
    • Understanding Attachment/File Field Type
    • Understanding Group Field Type
    • Understanding Boolean Field Type
    • Understanding Rich Text Field Type
    • Understanding Drop Zone
    • How to Manage Field Layout
    • How to Delete a Layout?
    • How to Manage Your Quicklook Card Layout?
    • Managing Quick Action Buttons
    • Admin Consent Troubleshooting in Microsoft Entra
    • How to Read Your Dashboard
    • How to Switch the Position and Branch
    • What is Dark and Light Mode
NeetoKB Made with NeetoKB
      • How to add a Contact
      • Update Contact Details
      • Follow Contact For Regular Update
      • Delete Contact
      • Recovering Deleted Contacts
      • Contacts Detail Page
      • How to add/manage contact job role
      • How to add a Deal
      • How to Delete a Deal
      • Recovering Deleted Deals
      • Deals Detail Page
      • How to Update Deal Details
      • How to Create and Manage a Deal Pipeline?
      • How to add Deal lost reasons
      • How to add a Company
      • How to Update a Company's Details
      • How to Delete a Company
      • Recovering a Deleted Company
      • Follow a Company For Regular Updates
      • Company Detail Page
      • How to Enable the Parent Company
      • How to Add a New Activity
      • Activity Detail Page
      • Follow Activity For Regular Update
      • How to Delete an Activity?
      • How To Recover Deleted Activity
      • How to Create, Edit & Delete an Activity Type
      • How to Create, Edit & Delete an Activity Result?
      • How To Connect an Email Account
      • How to Reconnect an Email Account
      • How to Generate Email AI Summary
      • How to Link or Unlink Emails to a Specific Record
      • How to Manage Email Templates?
      • How to Manage Email Custom Views
      • How To Add Email Types
      • Manage Email Signature
      • How to manage BCC email addresses?
      • Set Email Preference to Public or Private
      • How to insert fields into an email
      • How to manage BCC email address
      • Connect Google Calendar
      • Add an Activity to Calendar
      • How to Add Resources and Users to Your Calendar
      • How to update filters in Calendar
      • How to create a custom view in calendar
      • Create Marketing List
      • Create Marketing Form
      • Edit or Delete Marketing List
      • Edit or Delete Marketing Form
      • Creating Email Marketing Templates
      • How to Use Existing Templates
      • How to Create/Update Templates or Add Them to a Folder
      • How to Create and Edit Campaigns
      • How to Create an Email Broadcast
      • How to Link a Form to an Email Broadcast
      • Dashboard Widgets
      • How to Create an Automation
      • How to Update or Delete an Automation
      • How to Create a New Automation from a Template
      • Sequence Limit Settings
      • Sequence Revision Logs
      • How to make a Sequence Active/Inactive
      • Automation Settings
      • Editing an Existing Automation Created from a Template
      • What is the Booking module, and how is it helpful?
      • How to create a Booking Type
      • How to create a Multiple Booking Link
      • How to Create an Availability Schedule
      • How to Edit or Delete an Existing Availability Schedule
      • How to Create an Unavailability/Time Off Schedule
      • How to Edit or Delete an Existing Unavailability Schedule
      • Email Templates for Bookings
      • How to Update a Promo Code
      • How to Edit a Recurring Payment
      • How to Create a New Invoice
      • How to Edit or Delete an Invoice
      • How to Create a Quote
      • What is an Invoice
      • How to Edit or Delete a Quote
      • How to Create a New Recurring Payment
      • What are Quotes
      • What is a Promo Code
      • What is a Checkout Form
      • What is a Product
      • How to Create a Promo Code
      • How to Create a Checkout Form
      • How to Edit or Delete a Checkout Form
      • How to Create a Product
      • How to Edit or Delete a Product
      • What is a Recurring Payment
      • Working with Sales Tax
      • Sales - General Settings
      • Using Smackdab Pay
      • What Are Streams?
      • How to Create a New Stream and Custom View
      • How to Update a Stream
      • How to Update Filters in a Stream
        • Personal Information: How to Update and Change Personal Information
        • Personal Information: Updating Your Date Format
        • Personal Information: Updating Your Timezone
        • Personal Information: Updating Your Default Login Position
        • Personal Information: How to Change Your Password
        • Personal Settings: Animated Icons
        • Personal Settings: Managing Your Email Signature
        • Personal Settings: Notification Preferences
        • Personal Settings: Discard Prompt
        • Personal Settings: Manage Layout
        • Personal Settings: Manage Activity
        • Personal Communication: Phone Integration
        • Personal Communication: Phone Settings
        • Personal Communication: Meeting Integration
        • Personal Communication: Email Accounts
        • Personal Communication: Email Settings
        • Personal Communication: Following
        • Personal Calendar
        • How to change profile picture
        • Branch Information
        • Branch Settings: Owner Name
        • Branch Settings: Animated Icons
        • Branch Settings: Phone Type
        • Branch Settings: Email Type
        • Branch Settings: Email Settings
        • Branch Settings: Notifications
        • Branch Settings: Discard Prompt
        • Branch Settings: Manage Layout
        • Branch Settings: Manage Activity
        • Text Marketing: Connect Instantly with Your Customers
        • Email Marketing: Email Sender
        • Email Marketing: Domain
        • Email Marketing: Double Opt-in email
        • How to show active sessions
        • How to See Audit Logs
        • How to Set Up Two-Factor Authentication (2FA)
        • How to Apply Security Alerts
        • How to Apply Security Rules
        • How to show active session
        • Administration: Hierarchy
        • Administration: Users
        • Administration: How to Deactivate and Update an Existing User
        • What is Snippet
        • How to Create a Snippet
        • How to Update or Delete a Snippet
        • What is Policy Group
        • Administration: How to Create a New Hierarchy
        • How to add/delete phone types
        • How to create a Policy Group
        • How to Edit or Update a Policy Group
        • How to add/delete email types
        • Administration: How to add new user to Hierarchy
        • Administration: How to provide access in Hierarchy
        • What is Trash
        • What is Restore
        • Activity Settings
        • How to Create an Activity Result
        • How to Create an Activity Type
        • Deal Settings
        • Contact Settings
        • Company Settings
        • How to create a new field
      • What is a Branch
      • How to Create a Branch
      • How to Manage a Branch
      • What is an Entity
      • How to Create a Custom Entity
      • How to Update or Delete a Custom Entity
      • How to Create a Custom View
      • How to Import Data from Keap to Smackdab
      • Syncing with iPoint
    • Create Your Smackdab Account
    • Start Onboarding
    • How to Connect Another Email
    • Universal Add Button Guide
    • How to generate a timeline AI summary?
    • What is Timeline and How to use/manage Timeline?
    • Overview of Smackdab’s Entities
    • How to Create Timeline Custom View
    • How to Apply Filters and Sorting
    • How to Add/Upload a File to Records
    • Update Smackdab
    • How To Add Tags
    • How To Add Notes
    • How To Add New Field Type
    • Understanding the Text Field
    • Understanding Large Text (Text Area) Field
    • Understanding Dropdown Field
    • Understanding the Date (Date Picker)
    • Understanding the Time (Time Picker) Field
    • Understanding Date Time Picker
    • Understanding Date Range Field
    • How to add Email Field Type
    • Understanding Number Field Type
    • Understanding Percentage Field Type
    • Understanding Currency Field Type
    • Understanding of URL field
    • Understanding Address Field
    • Understanding Phone Field Type
    • Understanding Radio Button Field
    • Understanding Multi-Select Pick List (Checkbox) Field Type
    • Understanding Attachment/File Field Type
    • Understanding Group Field Type
    • Understanding Boolean Field Type
    • Understanding Rich Text Field Type
    • Understanding Drop Zone
    • How to Manage Field Layout
    • How to Delete a Layout?
    • How to Manage Your Quicklook Card Layout?
    • Managing Quick Action Buttons
    • Admin Consent Troubleshooting in Microsoft Entra
    • How to Read Your Dashboard
    • How to Switch the Position and Branch
    • What is Dark and Light Mode
NeetoKB Made with NeetoKB
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  • Getting Started
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  • Settings
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Administration

Administration: Hierarchy Administration: Users Administration: How to Deactivate and Update an Existing User What is Snippet How to Create a Snippet How to Update or Delete a Snippet What is Policy Group Administration: How to Create a New Hierarchy How to add/delete phone types How to create a Policy Group How to Edit or Update a Policy Group How to add/delete email types Administration: How to add new user to Hierarchy Administration: How to provide access in Hierarchy
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