Selecting Contacts from the main menu will show all active Contacts housed in the system for your Companies.
The Contacts are categorised into Groups:
- Tenants/Leases
- Companies
- Creditors/Suppliers
- Owners
- Preferred Suppliers
- Bond Authorities
- BPAY Creditors (AUS only)
- Archived
Contacts can be filtered by Company & Contact Type:
Find any Contact by searching their name, phone number or email address into the Global Search bar.
A list of matches will include Contact files, click the name to open the contact.