All Collections
Managing Contacts
Overseeing your employees, vendors or clientele within Expiration Reminder
Contacts
Employees, Managers, Vendors, Customers, etc
Creating a ContactCreate new contacts or vendors for your account
Contact TypesWhat are Contact Types and how to apply them to your account
Searching & Filtering ContactsFind out how to search, filter and create reports for contacts
Merging ContactsLearn more about merging duplicate contacts found in your account
Contact Timeline - Upcoming & PastView Upcoming Notifications and Audit Log (past activity) for Contacts and Expirations
Archiving a ContactFind out how to disable or archive a contact
CompaniesLearn more details about "Companies", how to use them, and when to use them.
AudiencesFind out how to create an audience for specific contacts
Managing Assets
Learn more about managing your Locations, Vehicles and Equipment
LocationsFind out how about Locations and how to add them to your account
VehiclesFind out more about creating and assigning Vehicles in your account
Vehicle TypesFind out how to categorize vehicles with Vehicle Types
EquipmentFind out more about creating and assigning Equipment items in your account
Equipment TypesFind out how to add a new equipment type