Take your contact record details with you offline with the new Contact Worksheet!

• Gives you full view of data for a specific customer – plus the ability to print or email this snapshot information to any email address.
• Expand/Open the Actions Panel of any customer record – click on “Contact Worksheet” to open the options window.

‍

• View – Will display the worksheet information on your screen.
• Print – Will send the information to your locally installed printer so that you have a hardcopy of the information to take on the road.
• Email – Will email the worksheet to your (the logged in user’s) email address
• Also allows you to overwrite and/or enter email addresses manually
• Taking any of these actions will automatically note customer’s record, showing that the Contact Worksheet was printed or emailed and by whom.