Managing settings

Settings is positioned near the bottom of the Sidebar. The Segment & Plans section provides access to a series of pages where you can, for example:

  • View the available Field settings.
  • Adjust the Local settings.
  • View, create and edit a DND policy.
  • Delete events related to a selected category from the relevant database.
  • Search for contacts and remove them from plans.

You need the appropriate access permissions to be able to make changes on most pages in the settings section. See the relevant page for more details.

Using the settings section

Click Settings in the Sidebar to access the following:

The Field settings page is displayed by default.