Contact List
View your latest contacts or search by name
Send a text to your contacts just by clicking the link
Filter by contact, customer, department or employee. It searches all elements of an account including their notes.
Change the order in, which your contacts appear or you can deselect them.
Click for further help.
Quickly add a new person, this could be either a contact, customer or employee.
Add a person
Select from customer, contact or employee.
Click to save details, you can then edit and provide more information later.
Edit a contact
Drop down menu allows you to enter further information including address details and other contact methods.
Drop down menu allows you to enter job information for your contact including the company they work for, job title and company website.
Drop down menu allows you to enter keywords which are used when carrying out live searches.
You can add notes, raise quotes and invoices and tasks for your contact.
Click to show notes relating to your contact.
Edit a customer
Drop down menu allows you to enter further information including address details and other contact methods.
Drop down menu allows you to enter job information for your contact including the company they work for, job title and company website.
You can set a behaviour flag for your customer indicating the value they bring to your organisation.
Drop down menu indicates the payment terms for your customer whether pay by cash or have a credit account.
You can add notes, raise quotes and invoices and tasks for your customer.
You can drag each category to change the order of appearance for your notes, invoices and quotes relating to your customer. You can also select and de-select the items.
Edit a employee
Browse your files to upload a picture to the employees account.
Use the menus to add further information, including, address details, job information, skills and qualifications.
View or raise a task for your employee.
Add a department
Add the name of your department
Enter description of your department
