Support

The address details and any contact details for a contact such as phone, mobile, email address etc should be stored inside the contact's Home or Wor...

When you create a new contact or edit an existing contact record you will see an option called ‘Click to make default contact type’ – this enables you ...

The colour coded boxes are a feature allowing you to see at a glance when you last had contact with your contacts using colour coding. Green shows c...

Applying a Star Rating to your Contacts:  1. The star rating is another way of organising your contacts - by their relative importance to you i.e...

This can occur for a number of reasons: 1. You are trying to open it in an incompatible browser i.e. Internet Explorer is not compatible, try ...

To search the number of employees in a company you would need to set up the following inside your CRM account: 1.  Create a new custom field...

We can set up a SPAM button inside your CRM account in the contacts Custom Field section as shown below in red: When you click on the SPAM bu...

Radial buttons are located next to a contacts profile details i.e. Voice (phone), Email, Mobile etc - see example below shown in red:  How do R...

1. Go into a contact and click on the Edit button as shown below in red:  2. This will take you to the contact information i.e. name, address, pho...

The Security tab you see inside the Edit contact or Create Contact window allows you to: Select which users can have the following access to a contact re...