Contact Full Search
If you have TPPsales in your TPP account, these steps will not apply. Searching for a Contact Select Contact >...
Contacts
The people you do business with.
-
-
Add New Contact
Before an event can be created for a contact, their information must be entered in your TPP database. That information... -
Contact Merge
NOTE: This function is not currently available in our Delicacy level subscription. If you have a contact that was accidentally... -
Mass Contact/Lead Emailing List
The Mass Contact and Lead Emailing features allows you to obtain a list of multiple contacts and leads that can... -
Import From File
This feature allows you to work with Client Care to upload new items to your database, including: Contacts Menu Items... -
Contact View
The Contact View is where you can see all the info related to a specific contact in your TPP database.... -
Editing Contact Information
Searching for a Contact to Edit Select the Contact > Full Search option from the Navigation Bar. Select a category from the... -
Deleting a Contact
Follow these steps to delete a Contact from your TPP database. NOTE Once a Contact is deleted it cannot be... -
Contact Event History
The Event History tab will give a quick view of all the Events ever setup in the database for a... -
Data Import Templates
Download these import templates to quickly get new items into your TPP account. Contacts Leads Leads (TPPsales Only) Menu Items...