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creating new contact

0 Votes
Status: Open Questions Submitted by Consulting & Training on ‎10-12-2020 11:31 AM
3 Comments (3 New)
Your new procedure to create a new contact takes twice as long, and is not efficient for me.
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3 Comments
Frankie_P
Moderator
Moderator
‎10-12-2020 03:23 PM
‎10-12-2020 03:23 PM
Status changed to: Open Questions

Hi @CaseyH91 where in your Contacts tab are you looking to create a new contact (list view, etc.)? What about our current process does not fit your needs?

Frankie_P
Moderator
Moderator
‎10-13-2020 12:22 PM
‎10-13-2020 12:22 PM

Reply from @CaseyH91 

CC seems to have made it a multistep process, probably trying to collect more contact information so I use your service as more of a contact manager. I use CC to send emails. Having to move thru multiple screens just a name, company and email address takes longer.
Frankie_P
Moderator
Moderator
‎10-13-2020 01:33 PM
‎10-13-2020 01:33 PM

Hi @CaseyH91 how are you trying to add contact information into your account?

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