Contacts

How to store and find contacts.

5 articles in this collection
Written by Elisa

Customer Relationship Management (CRM)

Introducing our CRM capability to help you build and manage a database of contacts.

Written by Elisa
Updated today

Creating a Contact

Written by Elisa
Updated today

Contacts within a Claim

Link a contact to a claim to better manage your claims and keep track of the people involved.

Written by Elisa
Updated today

Searching Contacts

Search for specific contacts from within your main contacts list.

Written by Elisa
Updated today

Filtering and Organising Your Contacts

Written by Elisa
Updated today