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 ...
Sun, Aug 7, 2022 at 11:52 PM
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...
Sun, Aug 7, 2022 at 11:52 PM
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...
Sun, Aug 7, 2022 at 11:52 PM
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 the...
Sun, Aug 7, 2022 at 11:52 PM
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...
Sun, Aug 7, 2022 at 11:52 PM
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...
Sun, Aug 7, 2022 at 11:52 PM