All Collections
Managing employees, vendors, contractors or customers
Using the contacts feature to manage employees, vendors, contractors, suppliers, customers, clients or any other person.
Creating a ContactCreate new contacts or vendors for your account
Adjusting Notification DeliveryFind out the different ways notifications can ben sent including grouping emails
Adding custom fields to contactsFind out how to add custom field or attributes to contacts
Adding a note to a contactFind out how to add multiple notes to a contact
Archiving a ContactFind out how to disable or archive a contact
Contact Timeline - Upcoming & PastView Upcoming Notifications and Audit Log (past activity) for Contacts and Expirations