Smackdab Help Center
Smackdab Help Center
      • 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
    • Dashboard Widgets
      • 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 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 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?
    • 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
    • Synced Calendar- Free/Busy events management
    • 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
    • Synced Calendar Slot Management
    • Booking- Custom Entity Flow
    • 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
    • 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
    • Clone Email Broadcast
    • How to View Sent Email Template
    • How to Set Up Your Marketing/Business Line
    • Marketing Line – Two-Way Conversation Feature
    • What is the Business Line
    • What is Text Broadcast
    • 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
    • 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
      • 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
      • 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
      • 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
      • 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
    • What is Object List
      • What Are Streams?
      • How to Create a New Stream and Custom View
      • How to Update a Stream
      • How to Update Filters in a Stream
      • 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
    • 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
    • HTML Block Best Practices Guide
NeetoKB Made with NeetoKB
      • 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
    • Dashboard Widgets
      • 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 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 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?
    • 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
    • Synced Calendar- Free/Busy events management
    • 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
    • Synced Calendar Slot Management
    • Booking- Custom Entity Flow
    • 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
    • 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
    • Clone Email Broadcast
    • How to View Sent Email Template
    • How to Set Up Your Marketing/Business Line
    • Marketing Line – Two-Way Conversation Feature
    • What is the Business Line
    • What is Text Broadcast
    • 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
    • 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
      • 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
      • 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
      • 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
      • 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
    • What is Object List
      • What Are Streams?
      • How to Create a New Stream and Custom View
      • How to Update a Stream
      • How to Update Filters in a Stream
      • 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
    • 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
    • HTML Block Best Practices Guide
NeetoKB Made with NeetoKB
  • Settings

Personal

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
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