Contacts

Create, edit and review Contacts against Organisations

Typical Contact Selection Screen

Upon reaching the Contacts step for the first time the data grid will be empty. Click the NEW button to create your first Contact.

Contact Entry

Contact Name - Enter the full name of the Contact

Communication Details - This section allows you to capture different communication details you require against your contact. It is possible to have additional communication fields (home phone, second email, Twitter handle etc.) should you require.