FAQ's

What is a Contact?
The Contacts Module is the heart of the CRM. Contacts are customers / clients and suppliers whose details you can store in the Web Portal and the App.
Fri, 15 Jul, 2022 at 9:17 AM
How do I create a New Contact?
To create a New Contact > Web Portal, CRM > Contacts > +New Contact  To create a new Contact, App, Contacts > + button at the bottom of the ...
Wed, 10 Jan, 2024 at 12:58 PM
How do I edit a Contact?
To edit a contact in the Web Portal, CRM > Contacts > select the client you would like to edit and click the Edit Pencil in the top right hand corner ...
Wed, 10 Jan, 2024 at 12:58 PM
How do I delete a Contact?
To delete a contact in the Web Portal go to CRM > Contacts. Check the box next to the Contact you want to delete then select Delete from the pop up menu....
Wed, 10 Jan, 2024 at 12:58 PM
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 Web Portal an...
Wed, 10 Jan, 2024 at 12:58 PM
How do I add Multiple Locations for a Contact
To add Multiple Locations for a Contact in the Web Portal > CRM > Contacts > Select the client you would like to add the Location to, Locations >...
Wed, 10 Jan, 2024 at 12:58 PM
How do I add a New Note to a Contact?
You can add a note either using the Web Portal or the App. On the Web Portal,  CRM > Contacts > Select Contact > Select Notes in the Contacts Comm...
Wed, 10 Jan, 2024 at 12:58 PM
How do I add a Custom Field/ Variables?
To add a custom field, on the Web Portal through a contact, CRM > Contacts > Edit pencil > Add Custom Field. To create Contact Var...
Thu, 11 Jan, 2024 at 11:26 AM
Making Calls and sending and SMS to Clients
To be able to send an SMS to a client this feature must be activated on your account first. In the Web Portal go to CRM > Contacts >Select the Con...
Thu, 13 Apr, 2023 at 2:01 PM
Exporting Client Contacts
To export information from your Web Portal > CRM > Reports > Contacts and add your Filters using the +Filters Button.  Once you have the Filter...
Tue, 27 Jun, 2023 at 1:13 PM