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Contacts Database CRM
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
See all 11 articles
View Contacts in Grid, List or Map View
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?
See all 7 articles
View Contacts in Organisation Mode or by Individual People
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?
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
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?
See all 9 articles
How do I associate multiple contacts to one company and record different locations?
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
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?
See all 9 articles
Printing individual or list of contacts
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
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
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
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?
See all 8 articles
History - Open In, Move and Forward History Communication
Managing History Activity - Forward History, Move History etc
Send SMS message from a contact record
How do I send an SMS message to a contact?
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?
See all 21 articles
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
Problems uploading a Word file into my CRM account on a Mac PC
See all 18 articles