Support

Contacts 10

• How to add a contact to your CRM account database
• How to upload or change the image of a contact record
• Can I set contacts to default to List view rather than Grid view?
• How to set the Home tab as default for when recording contacts addresses and contact details
• Scroll between different addresses on contacts business card

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View Contacts in Grid, List or Map View 7

• View contacts in List View
• What is the difference between contacts shown in Grid view and List view?
• Using Map View to see your contacts
• In List View how to select either the first 50 or first 100 contacts or all of the contacts?
• How to search tag group in Map View?

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View Contacts in Organisation Mode or by Individual People 4

• View Contacts by Organisation Mode or Individual Person Mode
• Why use Organisation mode instead of People contact mode?
• How to add an organisation contact and then add individual people under that same organisation
• I cannot see contact in company mode with the other contacts but it shows in person mode, why?

Cloning Contacts 3

• What is the difference between merging contacts and cloning contacts?
• How to clone a contact
• If I clone a contact does that new contact have the same information such as History, Notes etc as the contact I cloned from?

Merging Duplicate Contacts 9

• How to merge duplicate contacts together?
• What search criteria is used to find and merge duplicate contacts together?
• If I merge two contacts together what happens to the Custom Fields, Notes, History and Tasks?
• Can you bulk merge contacts together?
• Why can I not see the merge button?

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How do I associate multiple contacts to one company and record different locations? 3

• How to add multiple contacts to one business record?
• How do I associate multiple people to a company across different locations?
• How do I associate a contact person to multiple companies?

Deleting contacts, individually, in bulk, in error 9

• How do I delete a contact record?
• How do I delete contacts in bulk?
• How do I bulk delete contacts in a tag group?
• I have accidentally deleted a contact - how do I restore it?
• I cannot delete contacts but I am an Admin User with access to the Delete button, why?

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Printing individual or list of contacts 4

• How to print out a list of contacts
• When I select the print button to print a list of my contacts I only get 1 page when I have more, why?
• How can I print off a list of a segment of my contacts?
• How to produce address labels from your CRM account contacts list

Uploading images or documents into a contact record 5

• Store Files inside a Contact Record
• How to add a different image to a contact?
• How do I remove an attachment from an email I forwarded into a contact?
• Issue with uploading a file inside a contact's record
• I have been trying to upload a file into a contact's records but still no file has uploaded - I'm using an iPad

Notes - How to add Notes to a contact record 3

• How to add Notes to a contact record?
• What is the difference between adding a History and adding a Note against a contact?
• Can I alter the size of text in notes to another size other than what is in the editing tools available?

View and Add History of Communication inside Contacts 8

• How to use the History section inside a contacts record
• How do I add or choose a History category inside a contacts record?
• Custom History Types
• Can I search for a document inside a contacts History?
• I added coloured text inside a History entry but this does not display when I look at the history section inside a contact record, why?

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History - Open In, Move and Forward History Communication 1

• Managing History Activity - Forward History, Move History etc

Send SMS message from a contact record 1

• How do I send an SMS message to a contact?

Contacts FAQs 21

• Where is the best place to store an address for a contact?
• What does 'Click to make default contact type' button mean when I add a new contact to the database?
• What do the coloured numbered boxes against a contact mean?
• What is the Star Rating in contacts and how do I use this?
• I cannot open a file attachment within a contact record, why?

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Contacts Troubleshooting 20

• I am unable to open up any of my contacts, why?
• I am unable to view all contacts or I cannot see the History inside a contact record - why?
• When I click on a website enquiry on the Dashboard and add information to the contact record and save, the contact details entered disappear, why?
• I am unable to open up any contacts on the contacts page in Grid View - why?
• Error message when trying to upload an image

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