Contacts and CRM
KeepShift has a simple inbuilt CRM to help manage your contact list within the contact window. KeepShift Contacts can be made up of your Clients, Suppliers, Consultants and even internal contact information. You can manage all your correspondence, events, notes and appointments all within the KeepShift contacts area.
Viewing your Contact Information
Navigate to the sidebar menu, scroll down to Workday then Contacts