Contacts Archives - OfficeTools

Knowledge Base > Contacts

What is the easiest way to view relationships or more contacts that I have created?

How to Unhide a Contact

Creating Relationships

How to Add a Contact

Utilizing the More Contacts Button

Contact Reports

Can I make a contact “inactive”?

How do I add items to the drop down menus of the Custom fields?

Can I change the label of the Custom Fields?

What is the Sales Tax Region?

I can’t find a contact I entered but I know their social security number, can I use that to search for them?

How do I know if I have created a relationship or added an additional contact for a client?

Creating Labels and Envelopes

How do I say that an individual owns a corporation in your system but still keep them as separate accounts?

A staff member accidentally hid a contact, how do I unhide them?

Where can I put additional email addresses for a client?

How can I change the phone number displayed under the Contact List for a client?

How can I change the red “File As” Letters for a contact?

Can I sync contact information from my current practice management software?

What’s the difference between an account manager and a billing manager?