Search Knowledge Base by Keywords
< All Topics

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

Your contact list will appear
To view a particular contact click view under the Actions column as illustrated by the red arrow
The contacts information will appear in the next window
If you needed to Edit a contact click the edit function next to the contact illustrated by the red arrow.
The next window will appear for you to edit the required information or upload any photos
On this page