Help & Tips/Advanced Features & Integration/Contact Database Management

Quick Add Feature

Jerry
posted this on October 29, 2010 11:28

Quick Add Feature

 

We've made ContactMe even easier to manage on the go by adding a "Quick Add" panel on your ContactMe homepage.  The Quick Add feature allows you to quickly add the following things to your contact database:

 

Add a Note

 

Quick_Add-Note.jpg

 

Add a Task

 

Quick_Add-Task.jpg

 

Add an Event

 

Quick_Add-Event.jpg

 

Add a Contact

 

Quick_Add-Contact.jpg

 

For each Quick Add, once you enter the requested information remember to click the blue "Add Now" button!

 
Topic is closed for comments