User guides
Circles

Circles

Give each branch, team or region its own secure space while keeping one database behind it. Local teams work with their contacts; head office keeps oversight.

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General

Circles

Circles — Overview

Manage data access and sharing across teams with Circles, Segments, Workspaces and Hubs.
Edited
September 29, 2026

Workflows

Procedural

Switching Circles and finding Contacts

Switch circles and quickly locate or hide contacts across your SwiftFox workspace.
Edited 
October 21, 2026
Procedural

Sharing resources across Circles

Share resources across Circles with inheritance, auto‑propagating lists, forms and dashboards down the hierarchy.
Edited 
September 29, 2026
Procedural

Creating and editing Circles

Create, edit and manage Circles, Segments, Workspaces and Hubs to control access and data visibility.
Edited 
August 28, 2026

Limitations & best practice

Circles

Circles — Limitations & best practice

Design and manage Circles, segment matching and access control efficiently
Checked 
September 29, 2026