Contact Main Page

Click on a contact to access their main page.

 

Contact main page

Also see Working with Contacts.

 

1	This is the Profile photo that can be included when the contact is created. You can add or edit the profile photo at any time by clicking on the edit icon () at the lower right corner of the image.
2	The Contact tab is open by default when the page displays. Click Edit contact information to open the screen where you can make changes to contact information, including the contact owner and notes about the contact.   Note that physical addressed, including the "favorite" address used for shipping can be viewed and edited from the Addresses tab (see 4 below).
3	Click the Company tab to view and edit the client's company information.
4	Click the Addresses tab to view and edit the contact's address information. You can add multiple addresses for a single contact and identify the "favorite" address which is the default address used for shipping. This selection can be manually overridden as needed, or you can change it here at any time.
5	A similar link is provided under each of the three contact information tabs. Click the link to open the screen where you can edit information.
6	The Projects tab shows quotes (client facing) and purchase orders (supplier facing) for the contact. Click Create project to create a new project for the contact.
7	The Tasks tab shows active tasks for this contact. Click Add task to add a new task for the contact.
8	Click here to collapse and expand the left navigation.

Updated December 06, 2023 15:35