BatchBook New Customer On-Boarding
Part 2: Customizing Your Contact Data
To customize the information you are collecting in BatchBook.
Tags/SuperTags
- What is a tag?
- How do I tag a record?
- What is a SuperTag?
- How do I create a SuperTag?
- How do I edit a SuperTag?
Adding Custom Fields
Affiliations
- What is an affiliation?
- How do I affiliate records?
- What is the difference between a tag and an affiliation?
And a few other resources from BatchBlue:
- Product updates on the BatchBlue Blog
- Short video demonstrations of BatchBook’s functionality
- Information on data security
- Upgrade options
Need help? Visit the support site, including FAQs on the above and many, many more topics.