Contacts & Profile

Discover how SwiftFox’s Contact restrictions keep unwanted outreach at bay, letting you manage permanent and temporary blocks with ease. You’ll see why mastering these controls protects compliance and saves time across emails, texts, calls and visits.

We'll show you how to build a Dynamic Rules custom field so your contacts stay automatically up‑to‑date, saving you countless manual tweaks. You’ll see why this tiny bit of automation makes a big difference to everyday data hygiene.

Dive into the world of connections with SwiftFox! Learn how to set up person-to-person relationships effortlessly, helping you manage memberships and communications with ease and clarity.

Dive into the world of custom fields and learn how to tailor your posts to fit your team's unique needs. Discover how to create, control visibility, and set defaults for fields that make managing your data a breeze.

Discover how to breathe life into your profile data with custom fields. Learn to create, manage, and utilise these fields effectively to keep your information organised and easily accessible, making your workflow smoother and more efficient.

Join us as we discover the art of merging profiles in SwiftFox. Learn how to tidy up your database by combining duplicate profiles, ensuring all relevant information is in one easy-to-manage place, just like finally sorting out your mismatched socks.

Simplify your data management! Learn how to create and use Data Tables to keep your member voting preferences organised and easily accessible, leaving spreadsheet chaos behind.

Make keeping tabs on attendance a breeze! Learn how to effortlessly organise RSVPs and see who has joined your events, helping you engage better with your audience and enhance your future gatherings.

Dive into the world of Formula Fields with SwiftFox, where calculations become a breeze! Learn how to create dynamic fields that automatically crunch numbers, helping you track growth and performance effortlessly.

Unlock the power of data relationships in SwiftFox with our comprehensive lesson on linked fields. Learn how to connect different data points effortlessly, enabling dynamic tracking and reporting.

Activity Logs allow you to have visibility over changes made in your SwiftFox environment. And while this might not be the most exciting news if you've accidentally deleted a record (It's ok - mistakes happen!), this done mean you can access a powerful tracking tool for your people and organisations in SwiftFox.

Data doesn't have to be scary. In this next tutorial, we will walk you through how you can easily map and import your data into SwiftFox. The best part? There's no need to worry about duplicates! SwiftFox will identify possible matches in your database during the import process, so you can choose to create a new contact, update an existing profile, or skip that row.