How To Use Contacts in ResBook

Contacts - Overview
ResBook is built with a Customer Relationship Manager (CRM) interface, where all contacts are able to be saved and stored in your account.  To access th...
Wed, 12 Feb, 2020 at 11:35 AM
Contacts - Add a Contact
To access the 'Contacts' module use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Create] as displaye...
Thu, 13 Feb, 2020 at 1:26 PM
Contacts - Basic Search
To access the 'Contacts' module use the navigation menu across the top of the ResBook site and select [Contacts]. Finding a Contact The ...
Thu, 16 Jan, 2020 at 1:20 PM
Contacts - Advanced Search
The Customer Relationship Management Interface (CRM) has an advanced search function to filter your search results further and get you to a particular conta...
Wed, 12 Feb, 2020 at 11:49 AM
Contacts - Merge Duplicate Contacts
To access the 'Contacts' module use the navigation menu across the top of the ResBook site and select [Contacts]. Then select [Merge] as displayed...
Thu, 13 Feb, 2020 at 12:47 PM
Contacts - Adding Address
Contact address now uses the Google Address Auto Complete functionality when adding or editing the address of a contact in the CRM. To add an address fo...
Thu, 16 Jan, 2020 at 2:00 PM
Contacts - Edit a Contact
To edit or update details of the contact, search for their name. Click on the [Name] and select [Edit].  Selecting Edit Editing a Contact Update ...
Thu, 13 Feb, 2020 at 2:53 PM