Buddy Standard Search
No matter where you are in BuddyCRM, we have our static Search bar to assist you throughout. Here you can...
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How to…Create and Edit a Contact
Search for the record you wish to add a contact to by using the search bar. Once you have found... -
Uploading Tags in Bulk
Tags are a flexible tool for segmenting and managing your data within BuddyCRM, both at Company and Contact level. There... -
Contacts – Linking a contact to more than one company
This is only applicable with the ‘Allow Contacts Against Multiple Records’ system setting enabled. There are implications for turning this...