Need to keep track of key people outside your organisation, like a site foreman or a client? This guide shows you how to add them as an external contact to keep all their details in one organised place.

This guide covers:

• Entering the contact’s details and linking them to their company.
• Setting the contact’s status to keep your list tidy.
• Applying tags to make searching and grouping contacts easier.

Now you can build a complete list of your key people and find anyone you need in a flash. Too easy!