Contacts FAQs

Why are the contact details not showing on the business card?
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...
Fri, 27 Nov, 2020 at 2:58 AM
Can I find a contact by their age range?
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 ...
Fri, 27 Nov, 2020 at 2:59 AM
Can I set up an automatic allocation of leads/contacts to my sales team?
How does this work? Automatic allocation of leads/contacts is used primarily to improve productivity of a team and the effectiveness of creating ...
Fri, 27 Nov, 2020 at 3:01 AM
What image size should the profile image be to upload into a contacts record?
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...
Fri, 27 Nov, 2020 at 3:02 AM
Why do I sometimes see recent activity on the front of a contacts page and not others?
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...
Fri, 27 Nov, 2020 at 3:02 AM
How does the auto number custom field setting work?
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...
Fri, 27 Nov, 2020 at 3:03 AM
Automatically flag up clients birthdays when due or so many days in advance.
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...
Fri, 27 Nov, 2020 at 3:03 AM
How do I add additional contact information for a contact?
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...
Fri, 27 Nov, 2020 at 3:04 AM
Can credit card details be stored inside a contacts record?
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...
Fri, 27 Nov, 2020 at 3:04 AM
Can I view contacts who do or do not have tasks associated to their records?
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...
Fri, 27 Nov, 2020 at 3:05 AM