Contacts: Start Here
Contacts Overview
What is a Contact? A Contact is the record of a person that is in your data base. This could be a vendor, buyer, or a potential client. Contact minimum requirements: First Name Last Name Contact Method (email address and/or phone number) Group How to ...
Importing Contacts into your Software
This file will guide you through how to import Contacts into your database. There are some columns which are compulsory: First Name, Last Name and at least one Contact Detail (ie. Phone Number or Email Address) Import Format The first step is to have ...
Search Contacts
This file will guide you through searching Contacts. There are a few ways to search contacts in the system. Quick Search Use the below magnifying glass to quickly search for a specific contact in your Aro database Start typing in the search bar to ...
Edit A Contact
This file will guide you through editing a contact in the system. Any fields with a red asterisk are mandatory fields and must be completed before you will be able to save the form. Once you have completed a mandatory field you will see this icon You ...
Duplicate contacts
This file will guide you through the steps to adding a contact when their details are already in your database. Any fields with an asterisk are required fields and must be completed before you will be able to save the form When adding a new contact ...
How to add a contact
This guide will step you through the process of creating a new contact in Arosoftware. How to add a Contact To start, use the Quick Add icon at the top of the screen select the 'Add Contact' option This will open the 'Add Contact' sidebar There are ...