Contacts, messages & media
Keep contacts up to date, work with messages and notifications, and store files.
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Contact detail page and relationshipsSee all information about a contact, link related contacts, and check events, communication, documents and history.
2 min readRead and manage your notificationsUse the bell in the header and the notifications page to see what happened, mark items as read and adjust what you receive.
2 min readFind contactsSearch, filter and sort your contacts, switch between list and grid, open a contact's quick view and export the list.
2 min readRead and write messagesUse the shared mailbox to read e-mails, write new ones with event and venue context, and link messages to events, people and booking requests.
2 min readCreate, edit and delete a contactAdd a person or organization with phone, e-mail and company, change the details later or remove the contact.
2 min readMerge duplicate contactsCombine two contact records into one, choose which values to keep and move all related records to the remaining contact.
2 min readUpload and organize files in MediaUpload photos, plans and documents to the media library, organize them in folders and find them with search and filters.
2 min readFile details – rename, link to a venue, event or contact, deleteOpen a file's details to rename it, link it to a venue, event or contact, tag it, download it or delete it.
2 min readImport files from Google DriveCopy a file from Google Drive into the media library or keep it in Drive and store only a link.
1 min read