Customer Management

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Features Getting Started

Recent

Contacts or Companies that have been recently created can be accessed on the mobile from the 'Recent' section or in the web account in the 'Recent' Left pane menu.

This can be useful e.g. when you need to locate a new client that you have added, but do not remember the exact name of the contact or company.

On the mobile, the last 20, and in the web account, the last 100 contacts and companies are displayed.

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