Contacts

Using this page you can create and maintain information about contacts for the companies that you work with.

You can use this page to:
  • Create companies (clients / suppliers / other).
  • Categorize companies.
  • Add multiple locations to a company.
  • Add contacts (people or staff members) to a company location.
  • Manage contact details.
  • Retrieve contact details.
  • Review activity related to a company or contact.

Display the Contacts Page

Click Menu > Contacts.