Contacts Management
Jul 29, 2010
 
    Activities

    Contacts
      Add New
      Search
      Frequent
      Manage Groups
      Export Data
      Show Tagged
        Clear Tags

    Email
      Send Emails
      Schedule Emails
      Custom Emails
      Templates

    To Do List
        Search
        Calendar
        Add a Task
        Schedule To Dos
        View Schedules
        To Do Archive

    Customize

    Edit Account
        User Name
          & Password

        Renew Account
        Create a Sub-
          Account

        Edit Sub-
          Accounts


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Add a New Contact  |  Search Contacts  |  Show Frequent Contacts
Manage Groups and Categories  |  Show Tagged Contacts

Show Contacts In:
     

Contacts are the core of your Contact Pro. You have the ability to add, edit, delete, and manage how your contacts are organized.

The forms to add and edit a contact are dynamically based on the way you have your Contact Pro customized. The search form behaves in the same way. The current custom fields and groups and categories that you have set up determine how these forms will appear. You can, of course, change, add, or delete your custom fields and groups and categories at any time, along with adding and removing from the list of standard fields.

Your 'Frequent Contacts' are those that you wish to have quick and easy access to much of the functionality offered by Contact Pro. The search results page and show tagged contacts page also give you access to the powerful tools offered.