Introduction to Contacts and Companies

Contacts and Companies form the centerpiece of the Cynergy Software Suite's CRM side. A new edition, entities, allows for a new 3-tiered approach to the Contact System. The following section will detail how to get started and use each of the components of the Contact and Companies Cynergy Module. The functions available in this section are displayed below as links. Click on a link to learn more about that function.

• Contacts	Companies	Sites
  Creating a New Contact                       Editing Contacts Deactivating Contacts Reactivating Contacts Searching for Contacts Linking Contacts Creating Contact Tickets	Creating a New Company                      Editing Company Deactivating Companies Reactivating Companies Searching for Companies Viewing Company Tickets Viewing Company Assets	Creating a New Site Editing and Manipulating Sites