Search Features:

You can search Contacts by:

  1. Email Address
  2. Contact Name

To clear the search field click the clear search icon Clear Search icon in the top right corner.

To Add A Contact

  1. Click on Add IconAdd icon.
  2. Fill out the required information in the help window:
    • First Name
    • Last Name
    • Address Line 1 (to use location address click Use Client Address)
    • City
    • State
    • Zip
    • Click to enter phone number at the bottom of the page
  3. You can choose to fill out the following information:
    • Company Name
    • Salutation
    • Address Line 2
    • Email address
    • Zip
  4. Click Validate then Add Contact.

Edit Contact

To edit an already existing contact, click Edit Contact

  1. Make the necessary edits in Edit Contact help window
  2. Click Update Contact to complete.

Delete Contact

To permanently remove a contact from Contact window

  1. Select contact from the list
  2. Click Delete Contact
  3. Confirm deletion

Use Contact

To search and use an existing contact

  1. Select contact and click Use Contact in the bottom right corner.