Contacts are the actual people you interact with during your work hours. Our Contacts feature is where you store all their personal details. The email addresses listed there allow clients to have portal access to TaxDome (without an email in Contacts, clients cannot log on). Plus, you can use contacts to store the details of coworkers, prospective clients, partners, and clients’ family members.
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CRM (Basic): Add Contacts
Contacts are the actual people you interact with during your work hours. Our Contacts feature is where you store all their personal details. The email addresses listed there allow clients to have portal access to TaxDome (without an email in Contacts, clients cannot log on). Plus, you can use contacts to store the details of coworkers, prospective clients, partners, and clients’ family members.
