Managing Contacts

Custom Data Fields The number of custom data fields that can be created depends on the User's account level. Please contact us (https://clinicalcontact.net/main/support_request.php) to receive further details. Creating Custom Data Fields Click the Manage tab and choose the Custom Data Fields Click the Create button. ' Fill out the following information: - Data Field Label - Data / Input Type - Text Field - Radio Button - Drop Down List - Date & Time - Text...

The Distribution List is a way to organize and manage contacts. This is also where the contacts are stored when they are added to the Clinical Contact account through the Online Sign Up pages, by importing, or Keyword sign up. Creating a Distribution List - Directly from the feature that requires a distribution list ( sending messages (https://privatepracticehelpdesk.ladesk.com/670043-Sending-Messages), mobile Keyword (https://privatepracticehelpdesk.ladesk.com/282927-Keyword-Sig...

Creating Dynamic Targets To create Dynamic Targets, click on the Manage Tab and choose Dynamic Targets from the drop-down menu. Click Create button. Fill out the following information: - Dynamic Target name - choose a Distribution List - Create Filters to Apply - Create Filter Rules This is the pop-up box for the filter. Fill out the following: - Filter Name - Select a Data Type - Select Field Define the filters. Add all the filters as needed an...