Posts

The running record of what is happening with a contact. Posts capture notes, files and activity on a profile when it is @mentioned, and feed the Activity Feed.

General

Posts — Overview

Share updates, attach files, tag contacts, set permissions and convert posts to tasks in SwiftFox.

Posts — Frequently asked questions

Create, tag, filter, edit and manage Posts, set audiences and convert them to tasks.

Workflows

Tagging Contacts in posts

Tag contacts in posts with @mentions to link records and trigger notifications.

September 29, 2026

Posts — Custom fields

Set up, manage and report custom fields for posts.

September 22, 2026

Posts and the Posts Action Centre / List Builder

Tag posts, build filterable lists and run bulk actions with List Builder

Creating a post

Create a post with tags, attachments and audience settings in SwiftFox

Limitations & best practice

Posts — Limitations & best practice

Manage post visibility, tags and permissions to keep your feed tidy and secure.