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Adding Contacts to Firms
Release date: February 4, 2016
You can now use the contact info page to add your contacts to firms.
After adding a contact to a firm, Maestro presents you with a list of all firms associated to your contact. It then gives you the option to remove the contact from each firm if required.
But what I really like about this new function is the way it handles duplicate contact names. It adds additional contact data into the auto complete output, so that I can easily identify contacts that have the same name.
“we strongly believe in partnering for our success and we acknowledge the following:”
Everyone in the firm uses it. No-one complains
I use it all the time as it’s integrates with all my files
I use it all the time. It’s a big part of my every day.
I find conveyIT great, awesome, as I can’t forget anything
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