Contacts - Managing Data
Efficiently manage all contact information on the contact card.
- Build a Referral Tree
- Pin Important Notes
- Edit a Contact
- Adjust the Status of a Contact to Inactive
- Back Up Your Data
- Add a Note to a Contact Record
- Managing Duplicate Contact Records
- Handle Duplicate Contacts
- Entering a second Address for a contact
- Contact Card Overview
- Add a Picture to a Contact Card
- Add File Attachments to a Contact
- Related Contacts
- Tab Notifications
- Archive Contacts
- Categories Overview
- Add Live Links to Contacts