Working with Contacts
Summary: You can use contacts to create three kinds of relationships:
You can use contacts to create three kinds of relationships:
- User Contacts (Clients, Contractors, Vendors) : Have one or more Contact Profile Pages, are associated with an external Company, and also have a User Account and User Profile Page.
- Company Contacts : Clients have a Contact Profile Page, and are associated with a Company other than yours.
- Individual Contacts: Contacts have a Client Profile Page but are associated with One of Your Organizations, do not have a User account, and are not associated with other Companies.
You can associate individual contacts either with your Company, or you can create another company to hold them. This company will act as a 'bucket' for all people that are not yet associated with any organization.
To create a Company to hold your Contacts:
- From the main menu, choose "Top->Companies"
- From the main menu choose "New Company".
- Name the company "*Our Contacts" (so it will sort at the top of your list).
To Create a Contact
- From the main menu, choose "Top->Contacts"
- From the main menu choose "New Contact".
- Choose Your Organization, or *Our Contacts (or whatever you named your list).
- Select Save