Contacts

How to import, segment and customise your contact records

How to add a contact to your CRM account database
Manually Adding Contacts: Please click here to watch our quick video about how to add a contact to your CRM account.    1. New cont...
Wed, 16 Jan, 2019 at 1:06 AM
How to upload or change the image of a contact record
1. Open up the contacts record and click on the Edit button as shown below:  2. A pop up Edit contact window will appear as shown bel...
Wed, 16 Jan, 2019 at 1:11 AM
Can I set contacts to default to List view rather than Grid view?
How to set my contacts to default into List view rather than Grid view? 1. Simply go to the settings icon along the top menu bar. 2. Next clic...
Wed, 16 Jan, 2019 at 1:12 AM
How to set the Home tab as default for when recording contacts addresses and contact details
If you wish to record your contacts' details into the Home tab rather than the default Work tab - as shown below, then you will need to follow the i...
Wed, 16 Jan, 2019 at 1:12 AM
Scroll between different addresses on contacts business card
You can now scroll between different addresses for a contact by using arrow buttons on a contacts business card so that you can view Home, Business and Ot...
Mon, 24 Apr, 2017 at 10:25 PM
How to add social media links to Facebook, Twitter etc against a contact record
You have the ability to record Twitter, Facebook and LinkedIn links for your contacts – as shown in the screenshot below: All  you need to do...
Wed, 16 Jan, 2019 at 1:14 AM
Tips on cleaning up your contacts database
Here are some other tips as guidance to help you cleanse down your data inside your CRM account:   1. Get rid of old contacts you are never lik...
Fri, 5 May, 2017 at 12:31 AM
About the Mail Merge and Direct Mail feature
About the Direct Mail Service  We offer a Direct Mail or Mail-Merge functionality that you can use inside your CRM account.    Please click here to...
Mon, 2 Sep, 2019 at 11:10 PM
View calendar short cut button from contacts to calendar
 We can set up a Calendar button such as shown in the example below which will take you directly from your contacts record into the Calendar section:  ...
Wed, 16 Jan, 2019 at 1:19 AM
How to search contacts to see when they have a birthday in a particular month
The best way to search your contacts with a birthday in a particular month, for example ‘June’ would be to set up tags such as ‘birthday-june’, ‘birth...
Wed, 16 Jan, 2019 at 1:25 AM