Contacts

Description: Contracts are located in the following Modules: Project Administration, Human Resources, Accounts Payable, Accounts Receivable, Marketing. To learn more about this applet, check out the video tutorial on our website (www.clearviewsoftware.net)

Contacts, in general, are people. They can be either employees of the user’s company or employees of a firm with which the user does business. Contacts can also be associated with projects, but only contacts for that project’s client. Contacts cannot exist for a project that does not already exist for that project’s client.

Buttons:

- The Columns Button allows a user to select only those columns you wish to view.  A checkbox labeled "Set As Global Default" (Permission) allows that user to set a default view for all users that use this Marketing List.

- The Email button Brings up an email window that allow you to create an email to send to everyone in the Marketing List.

- The Export Button allows the user to export the list to a file.

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