Contacts & Accounts

See a list of your contacts with detailed information including: Title, Contact, Type, Account Type, Account Number, Status, Username, Email, and NAV. You can sort contact information by clicking any column header.

You can also add an alias for each client, duplicate existing client accounts and add account representatives.

  1. Click Menu in the top left corner > Contacts & Accounts > Select the Contacts tab

From the Contacts tab you can do the following: