Access saved contacts
Select the Settings icon in the top-right corner.
Go to Management in the left-hand menu.
Select Saved Contacts.
Add a saved contact
Select Add New.
Choose a contact type.
Enter the contact's details.
Select Save.
Available contact types include (but are not limited to): Accountant, Bank Representative, and Certified Valuator.
Filter and manage contacts
Within the Saved Contacts section, you can:
Filter contacts by type
Edit existing contact information
Access contact details when needed
Conclusion
Saved contacts are available to reuse across all files in your organization. Contact [email protected] if you need help.
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