Account settings: Contacts and Form Builder Settings

• Open Contacts Settings to manage Contact Types.
• Open Extractor Settings from the connections and integrations settings available in your account.
• Open Form Builder Settings from the same settings area.

Key concepts

• Contacts Settings currently contains the Contact Types tab. Contact Types help organise the contacts used in 3PM Command.
• Extractor Settings opens the 3PM Extractor settings within 3PM Command. The available settings are shown in the embedded settings area.
• Form Builder Settings opens the Form Builder settings within 3PM Command. The available settings are shown in the embedded settings area.
• Access can be different for each area and action. You may be able to view a list without being able to create, edit, delete, import, or export items.
• These settings apply to your organization. Make changes carefully if other people use the same 3PM Command account.

How to manage Contacts Settings

1. Open Settings > Contacts Settings.
2. Open the Contact Types tab.
3. Review the Contact Types list. Use the available list controls to search, change the view, or refresh the list.
4. To add a Contact Type, choose the create action, enter the details, and save.
5. To change a Contact Type, open its edit action, update the details, and save.
6. To remove a Contact Type, open its delete action and confirm the deletion.

You can also use the import and export actions when they are available to you:

• Use the download-template action to get a template before preparing an import.
• Use the import action to select your completed file and follow the prompts.
• Use the export action to choose the required export options and download the Contact Types data.

The import and export actions are permission-controlled. If you cannot see them, contact your administrator.

How to manage Extractor Settings

1. Open Settings and choose Extractor Settings.
2. Wait while 3PM Command starts your Extractor session.
3. Use the settings area that opens to review or change the available 3PM Extractor settings.
4. Follow the save or confirmation instructions shown in the Extractor Settings area.

If 3PM Extractor is not configured for your organization, Extractor Settings cannot start. An administrator must configure the integration before you can use this area. If the connection cannot be made, choose Retry and try again later.

How to manage Form Builder Settings

1. Open Settings and choose Form Builder Settings.
2. Wait while 3PM Command prepares a secure Form Builder session.
3. Use the settings area that opens to manage the available Form Builder settings.
4. Follow the save or confirmation instructions shown in Form Builder Settings.

Form Builder Settings includes a Webhooks tab. Open Webhooks when you need to manage the webhook settings available for Form Builder.

If Form Builder is not configured for your organization, Form Builder Settings cannot start. An administrator must configure the integration before you can use this area. If the connection cannot be made, choose Retry and try again later.

Tips & things to know

• Save changes in the settings area where you make them. Leaving before saving may discard your changes.
• Refresh the list after creating, editing, importing, or deleting a Contact Type if the updated information is not immediately visible.
• Use the Contact Types template for imports so your file matches the format expected by 3PM Command.
• Review Contact Types before deleting one. Deleting a Contact Type is a separate action from editing it.
• Only signed-in users can access Extractor Settings and Form Builder Settings.
• A restricted-access message means your account does not have the required permission for that area or tab. Ask an administrator to update your access rather than sharing login details.
• If a settings area is unavailable, use Retry. If it remains unavailable, ask your administrator to check that the relevant integration is configured.

FAQ