Contacts
This collection explains how to manage customer profiles with ease, from adding and editing details to tracking statuses, phone numbers, and addresses.
By Amar and 1 other2 authors5 articles
- How to Add A New Contact ProfileLearn how to add a new contact in ZenMaid.
- How to View, Edit, or Delete Contact Profile InformationLearn how to view, edit, or delete customer profile information in ZenMaid to keep your contact records accurate and up to date.
- How to Inactivate Contact ProfilesLearn how to mark customers as inactive in ZenMaid using the Former customer status.
- How Contact Statuses Work and How to Change ThemLearn how customer statuses work in ZenMaid, what each status means, and how to manually update a contact's status from their profile.
- Using Customer Information To Find Them Within ZenMaidLearn how to quickly find any customer in ZenMaid using their name, phone number, or email address.