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Contacts Overview

An introduction to the Contacts functionality

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Written by Ashok P
Updated over 6 months ago

Contacts may work with clients and vendors and can be associated with both. They can also be added to projects for additional contacts, such as architects, builders, electricians, etc.

Contacts can be managed in the Contact Explorer interface.

contact explorer.jpg

You can also create Contact Groups and organize contacts.

contact groups button.jpg

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