Contacts and Contact Companies

How Do I?

Updated!Setup

• Adding a Contact
• Deleting a Contact
• Adding a Contact Company
• Deleting a Contact Company

Reference >>

• Updated!Contact properties and options

  The Contacts setup dialog enables you to manage all your contact profiles and their relationships from a single location.

  • Address/Phone
  • Client/Group
  • Other Info
  • Memos

• Updated!Contact Companies properties and options

  The Contact Companies dialog enables you to set up information for Contact Companies.

  • Address/Phone
  • Contacts
  • Other Info
  • Memos

See more...

• Turning off or changing staff grouping

  Staff grouping may be changed (e.g., from Office/Departments to Partner/Manager) or turned off.