Contacts

How to store and find contacts.

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.

Written by Elisa Cazzola
Updated over a week ago

Creating a Contact

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.

Written by Elisa Cazzola
Updated over a week ago

Searching Contacts

Search for specific contacts from within your main contacts list.

Written by Elisa Cazzola
Updated over a week ago

Filtering and Organising Your Contacts

Written by Elisa Cazzola
Updated over a week ago