Contacts

Accessing & Understanding the Contacts Screen
The Contacts Module available in the application is used for entering a new contact, modifying information of an existing contact, export contact list into ...
Fri, Mar 30, 2018 at 9:24 AM
Creating New Contacts
You can create new contacts manually or you can upload contacts in bulk by using the import functionality. Manual addition of new contacts is achieved by c...
Fri, Mar 30, 2018 at 9:26 AM
Importing & Exporting Contacts
Importing contacts Contacts can be imported from an excel sheet (CSV file) into the application by clicking on the [Import] button. The three steps to comp...
Fri, Mar 30, 2018 at 9:31 AM
Contact Groups
You can add contacts to a group and later sort and view them group-wise. Steps to add contact groups: Click on Groups to open the screen where all...
Fri, Mar 30, 2018 at 9:33 AM
Contact Companies
You can view contacts according to the company under which it falls. The Company under which it belongs is determined from the info entered in the Company N...
Fri, Mar 30, 2018 at 9:34 AM
Contacts Operations
You can select multiple contacts and create new groups, add selected contacts to any existing groups, delete selected contacts and/or share selected contact...
Fri, Mar 30, 2018 at 9:36 AM