Customer Management

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Features Getting Started

Calendar Events

You can create events related to a Contact or Company and keep a history of past or upcoming events.

To add an Event to a Contact/Company, open the View screen and tap or click on + then select Event.
The Location field of the Event is automatically filled in from the Contact/Company address.

The list of added events appear in the Activity tab of the Contact/Company View screen on the mobile, and in the Events box of the Contact/Company View screen on the web.

N.B.: the events attached to Contacts/Companies also appear in the Calendar app.

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