Contacts

Contacts Details Window
Contact Details Window Once a contact is created, you can add more detailed information to the contact and dependant on the profiles added access re...
Tue, 10 May, 2016 at 6:31 PM
Contacts List View
Contacts List Window The contacts list screen allows you to view all contacts of all or a particular profile type. From here you can create new contacts, ...
Tue, 10 May, 2016 at 6:36 PM
Create a contact
Quickly create a contact  Select Contacts, the first button on the desktop.  This will open up the Contacts Screen:  Select +...
Tue, 10 May, 2016 at 2:39 PM
Adding multiple related contacts
Contact persons:  Each contact, may have related contacts that you want to record, but not create a separate contact.   Do to do this. Open th...
Tue, 10 May, 2016 at 6:28 PM
Contact Profiles
What are contact profiles? Contact profiles are a way of identifying the contact type and enable profile related features.  Pr...
Tue, 10 May, 2016 at 4:58 PM