Contact Card Overview
Learn how to customize the tabs on your Contact Cards.
Contact Management
Add a Contact
Add contacts to the database.
Add a Picture to a Contact Card
Add a Picture to a Contact Card.
Customize the Contact List
Change the columns you see in your contact list.
Import Your Contacts (Basic)
Importing contacts from another system.
Import Notes
Importing notes with your contacts.
Calendar
Using your calendar.
Client To-Do’s
How the to-do functions work.
Working with Your To-Do List
Manage your To-Do’s right from your To-Do List.
Working with Your Contact Groups
What you can do with a group of contacts in ClientTouch.
Sort and Segment Your Contacts
Set up your database so you can easily work with your groups.
Related Contacts
Related Contacts can be friends, business relations, family, etc…
Pinning Important Notes
“Pin” important notes to the contact card.
Handle Duplicate Contacts
What to do with duplicate contact records.
Enter a Second Mailing Address on the Contact Card
Learn what to do when a contact has two mailing addresses.
Sticky Rolodex
The sticky rolodex is the best way to search for a contact in your database. Learn how it works, along with the other ways to navigate the system.
