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Version X - Growth Modules
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Version X - Allocations
Main Masters - CRM, Contact Method
How to access CRM, Contact Method -
Masters>Main Master>CRM, Contact Method
How to Add a Contact Method -
Click Add Contact Method, enter all details required and click the tick to save.
How to Edit a Contact Method -
Click the pencil to edit, correct all details required and click the tick to save.
How to make Contact Method Inactive -
Click the pencil to edit, make the 'status' Inactive and click the tick to save.
You can keep track of these by using the Client Contact Log Report