Contact List design


See screen shot below of key features of the contacts list. 


Contact Groups/Types

You can group contacts, and also specify the type of contact to access them directly from the Navigation menu. 


There a default groups, and types set up already for you to use, and you also have the ability to create your own groups and types.


You can add or edit your contact groups by navigating to My Account -> Setup -> Contact Groups or Contact Types in the side menu.  See image below.




When you add a new contact, you can apply a contact group and contact type, by selecting from the drop down boxes. See image below.



Details Page

See image below of the key features of the ''Details'' tab of the contact card





Contact Cards & Reminders

You can create cards for each contact, which you can use to store important information about that contact, such as license or insurance details, or certificates and qualifications. See this link for more information on how to use this feature: https://buildxact.freshdesk.com/a/solutions/articles/24000017731-how-can-i-track-the-insurance-expiry-of-my-contractors





Contact Price Lists


In the Price lists tab price lists can be added to contacts. Click on the green + button to add new.




SMS & Email


In the messages tab you can send Emails and SMS’s straight from a contact’s page. A history of these messages is stored against each contact.



Any questions call Support on 1800 965 597.