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This article details the information on contact card in COMPAS Go.
Following actions can be done
- Create Contact Card
- Assign Contact Card [
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Create Contact Card
1. Create a new quote or open an existing quote. Click on the the "Contact Card" in the action menu
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2. On doing so, following is available to the user
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3. Click on the "Asssign Contact" button. Following is available and click on the "Create New Contact" button as shown below.
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4. On doing so, the following is available
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Enter the required information and the contact card is saved as follows.
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