How To Use Contacts in ResBook

Contacts - Overview
ResBook is built with a Customer Relationship Manager interface (CRM) where all Contacts can be saved and stored in your account. What does the CRM...
Mon, 11 Feb, 2019 at 3:09 PM
Contacts - Add a Contact
Step 1: At the top of the calendar, select Contacts and click on [+ Contact] button:  Step 2: The Contact Type allows you to classify your contacts ac...
Mon, 11 Feb, 2019 at 3:13 PM
Contacts - Basic Search
Access to the Contacts is via the menu along the top of the ResBook page: ResBook > Contacts    Finding a Contact The search functionality for ...
Mon, 11 Feb, 2019 at 3:17 PM
Contacts - Advanced Search
The CRM has been added with the Advanced search function to filter your search results further and get to your contact. Go to Contacts > Click on &#x...
Mon, 11 Feb, 2019 at 3:33 PM
Contacts - Merge duplicate contacts
To merge contacts, start by going to Contacts. Then click on the "Merge" button. A list of Duplicate Contacts will appear along with the Origi...
Mon, 11 Feb, 2019 at 3:42 PM
Contacts - Adding Address
  The latest update adds a nifty feature to ResBook by suggesting States/City/Regions/Towns as you add or edit a contact in the CRM:    After ch...
Mon, 11 Feb, 2019 at 3:56 PM
Contacts - Edit a Contact
To edit or update details of the contact, search for their name. Click on the [name] and click [Edit]. Update the details on the screen and scroll...
Sun, 3 Feb, 2019 at 2:41 PM