Managing Contacts

The Contacts are people and organizations that matter to your team. 

If you are not familiar with Contacts, read the Introduction first. Then, if you have specific questions, take a look at the table of contents below.

Introduction

The Contact List

- Searching Contacts by name or by keywords

- Adding a Contact

- Creating a new Group

- Customizing the Contact List

Contact Cards

- The fields of the Contact Card

- Using Keywords

- The Profile, Follow-ups, Checks and Invoices

The Profile

- Hierarchy

- Groups (the 'Code' and 'Quantity' fields)

- Education

- Experience

- Emergency

- References

- Equipment

Groups

- The Group Management window

- Creating a new Group

- Adding a member to an existing Group

- The 'Code' and 'Quantity' columns

- Customizing the Contact list

- Selecting multiple Groups

- Selecting multiple members