The contacts page within Synuma houses all your contact information for anyone from Vendors to Brokers to Franchisees to System Users. In addition to keeping records for phone numbers, email addresses and titles, you can also associate those Contacts to various Companies and Units, with clickable links for easy navigation.
Create New Contact
Click Contacts in the left navigation bar.
2. Click New in the top right corner of the Contacts page.
3. Fill in required fields, which are marked with an asterisk.
4. You can toggle between the tabs at the top of the pop-up to input any Custom Data as needed. Once you've added in all the required information, you'll be able to Save. Click the green 'Create Contact' button at the bottom of the pop-up to save.
Edit a Contact
1. Click 'Edit' next to the Contact you wish to edit.
2. Make an changes you wish to make to this page and click 'Update Contact' at the bottom of the pop-up.
