How do I merge a contact?
Merging of duplicated contacts can be managed in the Web Portal and cannot be undone. This feature is not available in the App.  To access the Merge too...
Fri, 19 May, 2023 at 11:51 AM
What information can I have showing when in Contacts?
The information you can have showing can be customised using the Smart Tables available in the contacts module. Views can be created to show specific inform...
Fri, 5 May, 2023 at 1:47 PM
How do I add a reminder for a Contact?
You are able to create a Reminder for a specific contact or an internal reminder that can be sent as an Email, SMS, Letter or to create an internal Task.  ...
Thu, 1 Jun, 2023 at 4:23 PM