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View Contacts in Organisation Mode or by Individual People

View Contacts by Organisation Mode or Individual Person Mode
As standard, the default setting to view your contacts is by 'Person' mode.   This means that every person is shown whether they are a contac...
Thu, 26 Nov, 2020 at 1:48 AM
Why use Organisation mode instead of People contact mode?
If you want to see all the 'Organisations' that you have on your database you can use the 'Organisation' filter to view these contac...
Thu, 26 Nov, 2020 at 1:50 AM
How to add an organisation contact and then add individual people under that same organisation
You can add a company as a contact in your CRM account by completing the Organization field and adding in the contact details for that company as shown in...
Thu, 26 Nov, 2020 at 1:51 AM
I cannot see contact in company mode with the other contacts but it shows in person mode, why?
This is because you have misspelt the company name in the contact not displaying against those contacts that were set up before. 1. Be sure that you hav...
Thu, 26 Nov, 2020 at 1:52 AM