Add / Edit Contacts

Having a comprehensive, in-depth understanding of your clients' needs is the first step in providing your clients with superior service. http://am.co.za/ Consistent effort should be made to gather additional client information and client profiles should be enriched as regularly as possible. This affords you the opportunity to leverage your knowledge about your clients. Since this information will prove pivotal, http://am.co.za/ it should form the first step in your client relationship management efforts.

Add Contact

  1. Click "Add New Contact" button from the menu on top:
    Add New Contact
  2. Input client details into the form, click "Add more information about this Contact" http://am.co.za/ to input more details;
  3. When capturing the client's phone number, for South African number, input as 072-123-4567 format. For international numbers, http://am.co.za/ input the international format starting with + (it's the same format that you see on your cell phone;
  4. Ensure that the contact is visible to everyone;
  5. Either click "Save + Add Another" or "Save" and keep editing.
    Save Contact

Edit Contact

  1. Choose "Contacts" from top menu:
    Contacts
  2. Find the contact you would like to edit, http://am.co.za/ then click on it:
    Eric Yin

Common Task on Editing a Contact

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