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Create or edit a contact

Use contacts to keep track of the people you do business with.

View a contact

  1. Go to Contacts.

  2. You’ll see a list of your active contacts. You may need to scroll to see the whole list.


    Tip

    It’s easy to get back to the customer data you were working with most recently. On the nav bar, next to Contacts, choose . Choose a name, and then get right back to what you were doing.


  3. Click or tap a person’s name to see the details for the contact.

Create a contact

  1. Go to Contacts.

  2. Choose New.

  3. Fill in your information. Use the handy tooltips as a guide.

  4. Click Save.

Edit a contact

  1. Go to Contacts.

  2. Open the contact and change the information that you want.

  3. Click Save.