Related Articles
How to Add a New Household, Contact, or Company
You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...
Address and Salutation Checking
Go to the Contact workspace. Everything we do with Address and Salutation Checking will happen here. Who To Run It On Select the Filters needed for the group of people you want to run Address and Salutation Checking on. The first Filter you will ...
How to Add a Household Address to a Contact
Any address on a Household can be quickly and easily added to any of it’s members (Contacts). Go to the Contact Workspace and go to the Contact that you want to add a Household’s address to. Go to the Addresses card on the Detail tab. Click the ...
Creating New Reports
Summary Creating a new report uses these basic steps: Pick the area of the CRM you want the report to cover. Select the Fields you want in the report. Add any Filters to apply to the data that appears in the report. Choose which column the report ...
Detail Tab
The Detail Tab The Detail tab uses cards to provide details about the entity. Its contents vary depending on the entity type that you have selected In most cases, it uses the following cards: Addresses Card Displays the entity's addresses and ...