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 via Web Portal, go to CRM > Contacts > + New Contact  It will open up a drawer on the right hand side of the screen, where ...
Fri, 10 May, 2024 at 12:02 PM
How do I edit a Contact in the Web Portal?
To edit a contact in the Web Portal, you can edit them in the CRM Contact card, or with the slider drawer while remaining in the Contacts list. To acces...
Fri, 10 May, 2024 at 1:17 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?
You're able to have more than one Contact for a Billing name, and can easily add other Contacts for the same company/group if required. This can be done...
Fri, 10 May, 2024 at 12:14 PM
How do I add Multiple Locations for a Contact?
Adding Multiple Locations for a Contact in the Web Portal can be done from the Contacts List view, the Locations List view, or from the full Contact page vi...
Fri, 10 May, 2024 at 12:05 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 you can add them via the Contact sliding modal if you don't wish to leave ...
Fri, 10 May, 2024 at 1:20 PM
How do I add a Custom Field / Variable?
In order to add a custom field to a client / contact, via the Contacts list, Web Portal > CRM > Contacts > Edit pencil > Select Contact edit pen...
Thu, 30 May, 2024 at 12:39 PM
Making Calls and sending an SMS to Clients
To be able to send an SMS to a client this feature must be activated on your account first. How do I set up the SMS Feature? In the Web Portal go to ...
Fri, 10 May, 2024 at 12:35 PM
Exporting Client Contacts
To export information from your Web Portal, go to CRM > Reports > Contacts and add your Filters using the +Filters Button.  Once you have the Filt...
Thu, 30 May, 2024 at 11:27 AM