About Contacts

This page features how to configure certain parts of the contact screen, here you can see how to change the  following:

  • Sorting Contacts

  • Checking Account Expiry Date

  • Deleting Contacts

 

 

Sort Contacts

 You can sort  your contacts at any time from A-Z or Z-A by following the steps outlined below:

  • Select the 'Contact' tab on the left of any screen

  • Click the small arrow beside 'Last Name'

  • Once sorted the contacts can be reverted back by clicking the arrow again

 

Account Expiry Date

 If a manager you can check the expiry date of each contact on your account by following the steps outlined below:

  • Select the 'Contact' tab on the left of any screen

  • The Expiry dates are seen on the right of the screen
  • The in date contacts will be highlighted in black

  • The out of date contacts will be highlighted in red

 

 

Delete Contact

 You can delete your company logo at any time by following the steps outlined below:

  • Select the 'Contact' tab on the left of any screen

  • Your contacts should be in view, click on any one contact you want to delete, it will highlight in blue

  • If you want to delete more than one contact, hold the 'Shift' keyboard and click any other unwanted contact

  • If you are happy with the highlighted selection click 'Delete Selected'

  • A new screen will appear asking if you are sure about deleting the selected contacts

  • If you are happy with the selection made click 'Delete Contact(s)

  • If you don't want to delete the selection made click 'Return to Contacts'