Contacts

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This is a new feature in the Xebra.  It allows you to enter, store, and manage your contact information in much more detail.  In Contacts, the information entered is directly related to the individual contact, rather than the customer, vendor, or prospecting records they may be associated with.  Once a contact is created, they can easily be linked  right from the Contacts screen to any of the records we just mentioned, without having to re-enter the information.

 

If you currently create a separate Customer Shipping record for each contact, then you can continue to do things they way you always have.  However, if you would like to have only 1 Customer Shipping record and with multiple contacts attached to that single record, then this tool will allow you to that.  Please see the Contacts section of the Prospecting & Contact Relations chapter for more information.