Basics

Adding new contacts

1. On the main page, click the button + New Contact.

2. You can add detailed information about a contact, including his/her transactions and activity logs.

3. You can also add contacts by importing or via auto-forms (see the Auto Forms section in this guide).


Deleting Contacts

1. When viewing the contact, you can change the status by clicking the circle next to Remove.

2. To delete multiple contacts at the same time, go to the contact list and put a checkmark on the contacts you want to delete, then click Delete.

3. After this, the contact goes to the Recycle Bin. To permanently delete the contact(s), click Recycle Bin from the side menu. Put a checkmark on the names you want to permanently remove and click Permanently Delete.