Contacts Overview

The "Contacts" section of the CRM tab allows you to view, modify, and create detailed profiles for contacts, whether personal or employees of particular companies.

In addition, thanks to the system's fully integrated nature, you will have full access to all existing contact entries, even those created outside of the Project Management module. On the same note, the single consolidated database also ensures that those profiles which are created within this module, can be accessed from anywhere else within the system.

For step-by-step instructions on how to navigate the "Contacts" section and make use of its various features, please see the following:

• Adding Contacts
• Searching For Contacts
• Modifying Contacts