Contacts FAQs

Where is the best place to store an address for a contact?
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 Wo...
Fri, 18 Jan, 2019 at 12:13 AM
What does 'Click to make default contact type' button mean when I add a new contact to the database?
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 ...
Fri, 18 Jan, 2019 at 12:18 AM
What do the coloured numbered boxes against a contact mean?
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 show...
Fri, 12 May, 2017 at 1:52 AM
What is the Star Rating in contacts and how do I use this?
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...
Fri, 18 Jan, 2019 at 12:22 AM
I cannot open a file attachment within a contact record, why?
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, t...
Fri, 12 May, 2017 at 1:53 AM
How to search on the number of employees in a company?
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 fi...
Thu, 17 Jan, 2019 at 1:04 AM
Can I manually remove a Spam contact and block anymore emails coming through from them?
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...
Fri, 18 Jan, 2019 at 12:27 AM
Radial buttons inside a contact profile - what do they do?
Radial buttons are located next to a contacts profile details i.e. Voice (phone), Email, Mobile etc - see example below shown in red:  How...
Fri, 12 May, 2017 at 1:58 AM
How do I enter a website address which takes me directly through to the contacts website?
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...
Fri, 18 Jan, 2019 at 12:28 AM
What does the Security Tab inside the Edit contact window do?
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 ...
Fri, 12 May, 2017 at 2:01 AM