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.