Category:Contacts

A contact is a record representing a single person associated with any external organization.

Pages in category ‘Contacts’

The following 25 pages are in this category, out of 25 total.

A

• Address Book Template
• Address Types
• Assignment Grid
• Assignment List View
• Assignment Panels - Why?

C

• Contact
• Contact and Account Standard Fields
• Contact Invitations
• Contact Invitations - Why?
• Contact List View
• Contact Relationship Options
• Creating External Organisations and Contacts

E

• Enabling External Contact Access to SmartSimple

I

• Importing Address
• Importing External Contacts

M

• Merging Contacts

P

• People

R

• Record Lock Feature Added when Modifying Contacts and Companies
• Record Lock Feature Added when Modifying Contacts and Companies - Why?
• Relating Contacts and Accounts to the Universal Tracking Application

U

• User

V

• Viewing Address Types

W

• What is the difference between a contact and an applicant?
• When I add new contacts to the system without specifying a company, I am not sure what company they are added to - Can I set a default company?
• Working with Contacts