Create a contact

Add a contact

1. From the main window, click New Contact.

   

2. Enter basic name and email information.

   

3. If desired or required, enter address details.
4. Click OK.

   

Add contact to a group

1. Open a contact.
2. Click the Other tab.
3. Click the Groups tab.
4. Enter a group name in the search field and click Add.

   

5. The group will be added to the list.

   

Add contact to a loyalty plan

1. Open a contact.
2. Click the Other tab.
3. Click the Plans tab.

   

4. Click Add.

   

5. Select the Plan.

   

6. Optional.  Set the Service group.

   
   This can help define sub-categories for your plan members.

7. Set the Number.

   

8. Optional.  Set the Activation and Expiration dates.

   

9. Optional.  Set the Alert.

   

10. Click OK.