Contacts

The Contact List is the first page you see when you log in to Orders. It is the starting point for taking action in Orders.

Click Create contact to add a new contact.

Click the name of the contact to open that contact's main page, where you can manage and create projects, quotes, tasks and purchase orders.

1	Create Contact: Click here to create a contact.
2	Search contacts: Use this field to search for a specific contact.
3	Owner: Click here to filter by the contact Owner. This can help you find your own contacts more easily. Click on the on the name of any contact to go their main contact page.
4	Contact list: This table shows all active contacts. Click on the on the name of any contact to go their main contact page. Click Name on the header to sort the list by name. Click Owner on the header to sort the list of Owners alphabetically.
5	Actions: Click on the more icon in the Actions column in a contact row to View or Delete a contact.  Note that you can only delete a contact that is not associated with any projects or tasks.

Updated May 13, 2024 16:24