<< back to knowledge base Adding a correspondence address Adding a stamp/signature Adding a new client to the system Adding a contact to a company Adding departments of organization Adding insurances Adding logo Changing assigned organization/department to person Excluding contact from suggestions Setting approvals (client, subcontractor, is blacklisted) Setting trade credit

contacts

Adding your own groups (available in the contact form)

  1. Select settings>contacts from the menu.
  2. Click the + icon on the left above the table.
  3. Fill in the form with the name of the group.
  4. Click the checkbox is active.
  5. Click the save button.

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