Support

Why is the contacts business card blank?  A contacts details such as address and contact numbers are displayed over on the right-hand side in what i...

Search age range of contacts by Custom Fields  It is possible to search contacts by age ranges via custom fields or tag groupings, please find ...

How does this work? Automatic allocation of leads/contacts is used primarily to improve productivity of a team and the effectiveness of creating ...

There is no limit on pixel size for image upload on a contacts profile.  Please click here to see how to upload an image to a contacts record.  If y...

Where you see recent activity on a contact’s front page – this is only a preview and works when you are viewing the record on the main contacts screen (bef...

What is auto-numbering? A series of numbers are added against a client contact record - i.e. a reference/order/sales number.   Who uses it...

We can set this up for you by using the Birthday due date as a custom field (maybe you want to be alerted x number of weeks before the birthday to prom...

If you need to add in additional contact information for a contact for example such as adding in an email address or a mobile number then please do the foll...

Storing Card Details We do not recommend that you store card details inside a client record. Data security guidelines for storing card details is v...

You can use ‘Grid view’ which is the standard view of contacts to view contacts who both do not have tasks and those that do have tasks – as we have combine...