Contacts

Do I put the phone number in Phone or Mobile?
Always put primary or main numbers in phone. regardless of if it's a cell phone or not, treat mobile as the secondary phone and put numbers in there whi...
Wed, 2 Jun, 2021 at 3:57 PM
Should I ever create contacts in the Contacts app in the Matrix?
No, all contacts should be created via other apps.  So if you need to create a contact, create it via Families, CRM, users, employees investors.
Wed, 2 Jun, 2021 at 5:16 PM
How do I get to Social Security and Dob of Families.
Go to contacts Go to the list view Select the favorite "Home Owning Families"  Click on the "Select Columns" drop down ...
Mon, 7 Jun, 2021 at 1:11 PM