Contacts Overview

Contacts are available under the Activities page under the Home, Client Management, and Portfolio Management tabs; and include the name and contact information for each member of the client household. Contacts are pulled directly from the Client Profile, and are generated from both the Import process and by manually entering them from the Activities center.

See Also

Creating a Contact

Deleting a Contact

Renaming a Contact

Converting a Contact to a Client

Converting a Contact to a Prospect