Contact Tabs ContactsAdd/Edit Related ContactsTo learn how to Add or Edit a related contact, click here.FormsFor a full description of Data Forms and how to create them, see Data Forms. Adding FormsLocated on the Forms tab is a light blue bar with a drop down menu and an Add button. To add a form to be filled out on this contact's page, select the desired form from the drop down box and click Add. Once the form has been added, click on the form title button underneath the blue bar to begin filling the form out.
To return to the Add Forms bar, click the page and pencil icon in the upper left hand side of the pane. To switch back to viewing and editing the forms, click the Forms tab to refresh the tab. (See Data Forms for form creation.) TasksCreating TasksTo create a task, click on the clipboard green plus icon in the upper right side of the pane. A new window will appear where the subject and details of the new task can be entered. Setting a due date, assigning the task to another individual, and setting priority and progress are a few features of the task section. If the task needs to be invisible to individuals within the organization except the user, click the private box and it will only show up only on the user's taskbar.Files
Attaching Files![]() Files must be 5MB or less in size (we recommend scanners be set to 100dpi/greyscale to prevent creating a large file size) To attach a file:
Deleting Files![]() To delete a file:
Emailing Contact Files![]() To email a file stored in a contact:
RegisterRegister UseThe Register is an area to keep track of transactions. The register fields are customizable, which makes the register an area for keeping track of anything from apartment inventories to time spent making marketing calls.Creating a Register EntryIn the register tab, you will see an explanatory section and an area to create a new entry. The explanatory area of the register shows an explanation of the fields in the new entry area.To fill out a new entry, select an option from the category drop down box, and continue by choosing the item code. Enter in the number of units and a charge will be generated based on the amounts assigned to the item codes. (For more information see Ledger) AcademicsSee Academics >Students |