Maintain Touches

Video Tutorial

This guide will show how simple it is to record a touch or interaction with any of your contacts.

1. Select the Contact that you would like the touch to apply to.
2. Click Add in the Contact Touch box.
3. Select a Touch Category from the drop down list.
4. Select a Date.
5. Select the User that had the touch with the contact.
6. Click Get Ref to add a reference number to the touch.*This is optional.
7. Write what was discussed or done with the touch in the freeform Notes box.
8. Click Save.
9. If you need to add a task to associate with the touch select the Add Task button now.
10. Click Save
11. Click Close.

Example of Create or Edit Touch screen: