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Claris Engage 2025 - March 25-26 Austin Texas ×

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Question:  icon_post_target.gifby drbanks » Fri Aug 22, 2014 11:13 am

When using the staff module, if a staff member is already in the contact list do I still have to re-enter all that contacts personal data? It seems so.

 

 

 

Answer: The staff section is specifically designed for your internal staff...and contacts are for customers, or a similar use.  There is no cross connection between these two... in terms of moving data back and forth.

 

You can assign a staff to a contact.

 

- RC

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