Create a List of Contacts

Add contacts to create list with default column headings:

• Name,
• Phone #
• Mobile #
• Email
• Type
• From
• To
• Is Primary?

Column information can be Sorted and Filtered once contacts are added and list created.

Add Contact Information

+Add is located right side of Contacts default page.

• Click to add contact information.
• If you want the contact to show up as default in orders when property is chosen: Check the box ‘Is Primary Contact”
• Save when complete.
• Once contact information is added and saved the options Edit, Delete and Back are available.
• View added information, edit, delete or return to Contacts default page with the Back option.
• Contacts added will create a list of contacts to be viewed, selected, sorted or filtered.