Contacts
Add new contacts, edit existing ones and keep your data organized and up to date.
- Search Contact Notes
- Related Contacts
- Edit a Contact
- Search for a Contact by Email Address
- Add a Note to a Contact Record
- Use the Postal Code to Automatically Add City and State Fields
- Advanced: Split Workgroup into Sub-Groups
- Archive Contacts
- Categories Overview
- Copy a Contact
- Work with Contacts Marked Inactive
- Perform Actions for Contacts in Your Advanced Search
- Merge Contact Links into Templates
- Add Live Links to Contacts