Create and manage your Contacts

Add New Contact
1. Click on ‘+’ icon of the List of contacts. * Or select ‘Contact’ from ‘Create New’ Menu on the Menu bar. 2. Enter name and...
Mon, 20 Oct, 2014 at 3:05 PM
Contact Details
Contact Page has had some new fields added at version 5: First Name in Kana Last Name in Kana Nickname LinkedIn profile ...
Sat, 15 Nov, 2014 at 11:08 AM
Tabulation of Contact
Contact Records With the introduction of the new grid functionality, the contact records have a slightly different appearance ...
Mon, 20 Oct, 2014 at 3:00 PM
‘Report To’ Field on Contact
A new field called ‘Reports to’ has been added to the contact details page. If the contact in question reports to another contact that has been registered...
Mon, 20 Oct, 2014 at 3:06 PM
Contact Documents
There is now a new tab on the contact record that allows any documents that are pertinent to that contact to be uploaded and stored against the contact. ...
Mon, 20 Oct, 2014 at 3:02 PM