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Contacts are a collection of any person you work with at a Company Location. Click here for more information on Contacts.

Contacts are a collection of contact records that have been recently been accessed.

  • Select a contact to view on by clicking on the contact name in the list

  • To filter by Contact Type click on the three bars

  • To search click on Search and start typing

Contact Record

  • Select the contact in the list shown above to view the contact record / information

  • View Information, Lead, Project, Documents, and Notes

  • Place a call, text message or email with ease

  • Select Maps for directions / navigation to the company location

  • Add as a favorite by selecting the Star on the top right

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