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Contacts

Contacts

How to store and find contacts.

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5 articles in this collection
Written by Elisa Cazzola

Customer Relationship Management (CRM)

Introducing our CRM capability to help you build and manage a database of contacts.
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Written by Elisa Cazzola
Updated over a week ago

Creating a Contact

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Written by Elisa Cazzola
Updated over a week ago

Contacts within a Claim

Link a contact to a claim to better manage your claims and keep track of the people involved.
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Written by Elisa Cazzola
Updated over a week ago

Searching Contacts

Search for specific contacts from within your main contacts list.
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Written by Elisa Cazzola
Updated over a week ago

Filtering and Organising Your Contacts

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Written by Elisa Cazzola
Updated over a week ago