All People

    

Understanding the All People page

The ‘All People’ page is your central hub for managing everyone in your system. This video explains the difference between ‘Assets’ and ‘Contacts’ and shows you how to find, add, and manage people.

In this guide, you’ll learn how to:

  • Search for a specific person in your list.
  • Sort the list by clicking any column header.
  • Add a new person to the system.
  • Quickly edit details or view a full profile.

You’ll have all your contacts organised in one place in no time. No worries!