Adding new contacts

1. On the main page, click + ADD NEW CONTACT

2. You can then add detailed information about a contact, including his/her transactions and activity logs.

3. You can also add contacts by importing or via auto-forms (see the Auto Forms section in this guide).

Viewing Contacts

1. When viewing a contact, click Contacts page to view list of contacts. Hover and click on the selected contact to view the details.

Deleting a Contact

1. Click the contact you want to delete and select the Remove option and click Update.

2. To delete multiple contacts at the same time, go to the contact list and put a checkmark on the contacts you wish to delete and hit Delete.

3. Deleted contacts immediately go to the Recycle Bin. To permanently delete the contact(s), click Recycle Bin from the side menu. Put a checkmark on the names you wish to permanently remove and click Permanently Delete.