Difference between revisions of "People"
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More Info: [[Company Directory]] | More Info: [[Company Directory]] | ||
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== [[Companies]] == | == [[Companies]] == | ||
Revision as of 04:38, 16 July 2026
This tab is where you find, edit, update, and create contacts. Your company directory is also located here. Managers have additional options for adding users.
Company Directory
Managers can view their employees and security settings from the Company Directory. Employees can be added and current employees can be deleted or disabled.
More Info: Company Directory
Companies
View and search through companies associated with your contacts.
More Info: Companies
Contacts
Add, edit, view, search, sort, and export contacts from the Contacts option. Exports will create csv files based on your search criteria.
More Info: Contacts
