Contact Card


This article details the information on contact card in COMPAS Go.

Following actions can be done


Create Contact Card

1. Create a new quote or open an existing quote. Click on the the "Contact Card" in the action menu

2. On doing so, following is available to the user

3. Click on the "Asssign Contact" button. Following is available and click on the "Create New Contact" button as shown below.

4. On doing so, the following is available 

Enter the required information and the contact card is saved as follows.



Article ID: 4886
Last updated: 14 Aug, 2023
Revision: 4
Go Training -> Contact Card
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