Skip to main content
Open To Close Support Center
Submit a request
Sign in
Open To Close Support Center
How-To
How-To
Manage, organize, and customize your widgets, contacts, templates, connected apps, etc.
Widgets Dashboard
Widgets Dashboard Overview
Property History
Contact History
Intake Form Submissions
Unapproved Property Documents
Properties
Properties: Creating New Tables and Segments
Properties: Table Functionality (spreadsheet of information)
Properties: Filters
Contacts
Contacts: Adding Contacts and Functionality
Contacts: Creating Tables and Segments
Contacts: Filters
Dashboard: Task Pipeline, Triggers, and Intake Submissions
Task Pipeline
Templates
Agent Intake Form
Trigger
Property
Task
Task with Triggers
Email
See all 13 articles
Field Editor
Creating New Fields
How to Modify Fields
Adding a Field to API Calendar & to the Agent Portal
Creating a Field Section
Adding a Group and Sort Groups
Filters
Contact Roles
File Roles
Businesses
Groups
Lead Sources
Merge Fields and Smart Blocks
Merge Field Overview
Smart Block with Conditions
Smart Block Menu Organization
Contact Loop
Users, Roles and Permissions
Adding Organization User and Set Up Permissions
Creating Teams
Adding Agent User and Settings
Adding a Brokerage
Adding Client Portal Roles and Customize Permissions
Powered by Zendesk