Edit communication details

Contacts - View, Add and Edit Contacts

You can specify a range of communication and address details for your contacts. Most of this information will be populated during installation. However, you can also add and update information at any time. Once you have recorded the following communication details, there are quick links to communicate with the contact from within the Details tab in the contact profile.

Go to Contacts > All Contacts and click a row to open a client record. The record will open on the Summary tab. Click any of the edit details icons to access the Details tab.

Map

If you have specified a physical address for a contact you can look this up on a map by clicking the Google Maps icon beside the contact's address. This is a convenient feature to use before you go out to see a contact

Website

If you have specified the Web site address for a contact, click the world icon to open the Web site.

E-mail

Click the e-mail icon to send an e-mail.

Skype

Click the Skype icon to call or send a message via Skype.

Twitter

Click the Twitter icon to view the contact's tweets.

Linked In

Click the Linked In icon to view their Linked In details