Contacts

Can I view a Document that has been added to the Contact using the App?
Yes, you can use the App to view documents that have been added to a Contact. On the App home screen, select Contacts Icon>Select the Contact with the Do...
Mon, 25 Apr, 2022 at 11:39 AM
Does a new Lead also create a New Contact?
Yes, creating a new Lead also creates a New Contact.
Mon, 25 Apr, 2022 at 11:47 AM
Exporting Client Contacts
To export information from your Contacts, CRM > Reports > Contacts and add your Filters using the +Filters Button. Once you have the Filters that you ...
Mon, 25 Apr, 2022 at 11:34 AM
How do I add a Custom Field/ Variables?
To add a custom field, on the Management Portal, CRM Variables > Settings cog > Contacts > Contact Custom Fields Location Variables > Settings...
Mon, 25 Apr, 2022 at 11:16 AM
How do I add a Document to a Contact?
Documents can be added to a contact using the Management Portal, CRM>Contacts>Select the contact that you would like to add the Document to>Scroll ...
Mon, 25 Apr, 2022 at 11:38 AM
How do I add a New Note to a Contact?
You can add a note either using the Management Portal or the App. On the Management Portal, CRM>Contacts>Select Contact>Select Notes in Contacts C...
Mon, 25 Apr, 2022 at 11:42 AM
How do I add a Photo to a Contact?
You can add a Photo to a Customer using the Management Portal, CRM>Contacts>Select the contact you would like to add the Photo to>scroll down to th...
Mon, 25 Apr, 2022 at 11:40 AM
How do I add Multiple Locations for a Contact
To add Multiple Locations for a Contact in the Management Portal, CRM > Contacts > Select the client you would like to add the Location to, Locations ...
Mon, 25 Apr, 2022 at 11:37 AM
How do I add Multiple people to a Contact?
In your contacts you can have your main Billing contact and you can also have other contacts for the same organisation this can be done in the Management Po...
Mon, 25 Apr, 2022 at 11:38 AM
How do I create a New Contact?
To create a New Contact, Management Portal, CRM>Contacts> +New Contact or +New Lead. To create a new Contact, App, Contacts> + button at the bott...
Mon, 25 Apr, 2022 at 11:45 AM