Contact Management Resource Center

Contact Management Settings

• Contact Management Settings

Companies (eg Customers, Vendors etc.)

• Companies Overview
• Entering Companies Manually
• Import Companies and Contacts From Microsoft Excel
• Edit Company Profile
• Making Companies Active or Inactive
• Company Type Classifications
• Assign Company Type Classifications
• Special Company Classification for Business Enterprise (e.g. MBE, WBE, DBE)

Contacts (eg. John Doe, Ray Stika, Barbara Smith)

• Contacts Oveview
• Contact Titles
• Entering Contacts Manually
• Import Companies and Contacts From Microsoft Excel
• Edit Contacts
• Making Contacts Active or Inactive

Sub and Supplier Insurance and Licenses

• Company Insurance Types
• Entering Companies Insurance Manually
• Importing Companies Insurance from Microsoft Excel
• Entering Companies Licenses
• Email Expired Insurance and License Notifications

Other

• Contact Management Module Alerts and Calendar
• Online File Management

Reporting

• Detail Report Templates (eg. MS Word Templates)
• Log Reports

Related Training Videos

• Getting Started Videos
• Contact Management Videos