Edit communication details
Contacts - View, Add and Edit Contacts
You can specify a range of communication and address details for your contacts. Once you have recorded the following communication details, there are quick links to communicate with the contact from within the Details tab in the contact profile.
Go to Contacts > All Contacts and click a row to open a client record. The record will open on the Summary tab. Click any of the Edit details buttons to access the Details tab.
Map |
If you have specified a physical address for a contact you can look this up on a map by clicking the Google Maps button beside the contact's address. This is a convenient feature to use before you go out to see a contact. |
Website | If you have specified the website address for a contact, click the World button to open the website. |
Click the Email button to send an email. | |
Skype | Click the Skype button to call or send a message via Skype. |
Click the Twitter button to view the contact's tweets. | |
Click the LinkedIn button to view their LinkedIn details. |