operations16Feb 8, 20222 minInformation displayed in tooltips for Staff Tracking and LastAccessed links Tooltips accessed via the last accessed and staff tracking panel provide a quick way to view key information and create...
operations16Feb 8, 20221 minHow to Export your ContactsContacts can be exported from any contact listing such as search results or the Organisation page Contacts tab. To perform an action you...
operations16Feb 8, 20221 minContact RolesContact Roles allow you to specify information about a Contact at and Organisation at a point in time. The information held in there may...
operations16Feb 8, 20221 minCreating Contacts without an OrganisationIf most of your clients are individuals, it is possible to speed up the contact creation process by making the 'Organisation(s):' field...