Contacts F.A.Q.'s
Link to a Contact
This file will guide you through linking to a contact in your database. There are different levels of permissions for different team members within Arosoftware. As standard, Sales Team members cannot view or edit other consultant's contacts. There ...
Add a note to a Contact
This article will guide you through adding a note to a contact. Locate the contact See "Search Contacts" for help on locating your contacts There are three places you can add a note for a contact: Click on the red plus button in the top right of the ...
Adding a Contact to a Group
This article will guide you through assigning a client to a group. You should assign clients to groups so that they can be contacted based on their assigned groups. You will note a part of the group selection is a Subscription section, 'Subscribed', ...
Can I export my Contacts?
Yes you can. The below process will show you how to export your Contacts yourself. Larger exports will need to be completed by our support team. If you receive a warning when attempting an export, please email our Support Team at ...
Add consultants on a Contact
This file will guide you through managing the consultants that are attached to a contact. Locate the contact See "Search Contacts" for help on locating your contacts Click on the green Edit Contact button in the top right Click on Contact Settings on ...
How do I unarchive a Contact?
This article will guide you through unarchiving a contact. Click on "Contacts" in the main menu In the filters on the left, select Only Archived Contacts You can further narrow down the search by clicking on other filters and searching their name or ...
How do I archive a Contact?
This article will guide you through archiving a contact. This should be used like a delete function, only it will not delete the contact completely but leave it archived in your database for possible future use. Locate the contact See "Search ...
How can I delete spam contacts?
Question: I have a number of spam contacts in my system. How can I remove them? Spam contacts can enter your database from lead contact forms being completed on your website and on portal websites Answer: Contacts cannot be deleted in your ...