Adding Contacts allows you to easily keep track of important people associated with your art business, such as buyers and galleries. This ensures you have their details available whenever and wherever you need them. You can also create Contact Groups from your Contact Records to easily sort and organize contacts for future communication.
How to add a contact:
Click on Contacts and click New Contact. Fill in the information and click Create Contact.
Note: To add your Contact to a Group, you must first create a Contact Group. Click on Contacts in the left-hand menu and select Groups at the top. Then, click + New to create a new Contact Group.
Note: To add your Contact to a Location, you must first create a Location under the Locations tab.
How to edit a Contact:
Click on Contacts, then click on Edit on the right-hand side of the Contact under Actions. Add in the new information and then click Update Contact.
How to delete a contact:
Click on Contacts on the left-side menu. Click Edit on the right hand side of the Contact under Actions. Then click the red trashcan button to permanently delete the Contact.
Check out this video for more: