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The contact manager allows you to store stores four types of contacts. You can easily toggle between the different contact types using the radio button next to each item.

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Contact Type

Description

Related Views

Clients

CLIENTS

The Clients contact type is the main contact type and the one you will work with the most.

All contacts created from the Account Wizard

sync to this area. These is you active client list.contain all of your active

data sync are created as the Clients type contact card.

Using the Active Only filter, you can limit your search results for Active or Inactive contacts.  By default, active contacts are displayed.

  • Active Only -
this
  • If the check box is checked, you are shown all of your active clients.  It is checked by default.
It
  • This filters the client list to only show active clients. Unchecking it will remove the filter and display all contacts, active
and inactiveProspects:
  • and inactive.
  • Inactive Clients - Click on this link to learn more about inactive clients and how to change a client from active to inactive.
    • To learn more about Inactive Clients, click below:

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    PROSPECTS

    Prospect cards have all the same features as Client contacts. This type of contact allows you to categorize contacts as prospects for organizational and marketing purposes. Prospects can easily be changed to clients by editing their type. The type is changed through the edit screen using the toggle shown below.

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    Households


    HOUSEHOLDS

    Households are containers where you can link together individual contact cards, allowing you to track relationships at a household level.

    Each household includes

    a

    the ability to:

    • Add notes to the household communication/notes log
    and you can set appointments
    • Set appointments, tasks and reminders for the household
    .Related Contacts
    • Add a Memo for the Household

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    RELATED CONTACTS

    Related contacts are

    mini

    lite contacts that can be used to store information about contacts that are connected in some way to your primary contact.

    They can be anything from the contact’s spouse to their CPA or attorney. The system also allows you to convert related contacts to full contacts. Image Removed

    Related contacts can have any relationship you define.  Related contacts are often spouses, children, CPAs or attorneys.

    Related contacts can be converted to full contacts at any time.

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    COMPANIES

    Company contact cards are different than contacts and prospects. You can store multiple related contacts within each company. Company contacts are linked together based on the company name entered in each contact. When the company name is an exact match, the system automatically links the contacts together in that company's contact card. One contact can be set as the main contact for each company.