Contact Profiles

A contact profile is like a history about a person: You can keep track of every important information about this person (or organization) in his profile, such as contact information, follow-up tasks, communication records, meeting notes, and file attachments, etc. And even more, everything is organized in the order of time. So whenever you want to review your relationship with a person, this is the place to do it.


Related posts:

  1. Setting up tasks regarding to a specific contact profile
  2. Entering Contact Info
  3. Adding content to the database
  4. Taking ownership of projects or contact profiles
  5. Activities

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