Contacts
Learn more about contact types and using contacts in Synergy.
- Using accounting add-ons with contacts
- Filter and search for contacts
- Using list view for contacts
- Making a contact inactive
- Deleting a contact
- Updating the details of a contact
- Creating a new personnel contact
- Creating a new individual contract
- Creating a new company contact
- Contacts
- Read only view actions for contact details
- Exporting contact details to Excel
- Converting the contact type
- Changing the contact status in contact details
- Updating details in the contact details tab
- Contact details overview
- Filter and search in the contact personnel tab
- Deleting a personnel in the contact personnel tab
- Changing the personnel status in the contact personnel tab
- Opening a personnel contact tab
- Adding a new personnel to the contact personnel tab
- Contact personnel tab overview
- Filter and search in the project contacts tab
- Upload contact documents
- Exporting the contact audit tab to Excel
- Contact audit tab
- Contact audit tab overview
- Assigning unique ID's to contacts
- Contact unique ID's
- Contact, unique ID's overview