Contacts

Contacts may be created for a specific Client or as a standalone record.

They are generally considered different to a Resource however a Contact may also be held on your Tracker system as a Resource by selecting the Create Associated Resource option in the Touchbar.

You can action multiple Contacts by checking the box for all or individual records from within a Contact list and selecting Action selected record(s).

Check the Touchbar from within a Contact record to see all other available actions.


You have the following options from this Help menu:

Creating a Contact against a Client record

Logging an Activity against a Contact record

Creating a Lead from a Contact record

Creating an Opportunity from a Contact record