FAQ's
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
To create a New Contact > Web Portal, CRM > Contacts > +New Contact To create a new Contact, App, Contacts > + button at the bottom of the ...
Thu, 13 Apr, 2023 at 1:58 PM
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 ...
Tue, 26 Jul, 2022 at 4:47 AM
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....
Tue, 18 Apr, 2023 at 2:53 PM
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...
Thu, 13 Apr, 2023 at 1:59 PM
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 >...
Fri, 22 Jul, 2022 at 4:46 PM
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, 14 Jun, 2023 at 4:10 PM
To add a custom field, on the Web Portal, To create Contact Variables Settings cog > Contacts > Contact Custom Fields. These are variable fields r...
Fri, 21 Apr, 2023 at 11:42 AM
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
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