The Passport365 app has a central contacts database in which you can store details of your customers, suppliers and contractors.
You can also use the contacts database to create and store site address records and assign these sites to a customer contact.
Creating, editing and deleting contacts is very straightforward.
Accessing the Contacts Database
You can find the contacts database on the left-hand menu bar under 'Contacts':
Adding a New Contact
From the main contacts screen you can add a new contact (see help files, 'How to add a new customer (commercial or domestic)' and 'How to add a contractor or supplier' for further information):
Editing Contacts
To edit the detail of one of your contacts, select the 'Contact ID' icon or the edit button of the customer record you wish to edit.
Then select the 'Edit Contact' button in the top right of the screen.
In the edit mode, you can make any adjustments to your contact record. Just remember that you will need to select the 'Update Contact' button to commit changes to the record.
Deleting a Contact Record
To permanently remove a contact record, select the 'Contact ID' icon or the edit button of the customer record you wish to delete.
Then select the 'Delete' button from the top right.
You can also check the box of the contact and then press delete.
You will be prompted to confirm your selection and advised this would impact any quotes, jobs, invoices, payments and files/notes previously assigned to the contact.
Please note that when a contact record has been deleted the action cannot be undone.