Contacts and Companies

How do I add a new contact or company?
Add your new clients quickly and with minimal effort! Follow these steps: Hover over the Quick Add menu at the bottom left corner of your screen. Cl...
Mon, 21 Oct, 2019 at 10:50 AM
How to add a follow-up to a contact
Keep your work super organised with Magnetic's Follow up features! You can keep a record of all client follow-ups, check in and phone calls along w...
Mon, 21 Oct, 2019 at 10:57 AM
How to bulk edit custom fields in contacts and companies
Magnetic allows you to make changes to several contacts at the same time. Follow these steps: Hover your mouse cursor over Clients until the dropdown ...
Mon, 21 Oct, 2019 at 1:47 PM