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Contacts

Create a new Contact
To search for a contact go to Company on the left hand side and select Contacts from the drop down list.  Type in the company name to which the contact be...
Wed, Oct 2, 2019 at 11:14 AM
Setup PrimaGO user
To search for a contact go to Company on the left hand side and select Contacts from the drop down list.   Type in the company name to which the contact b...
Fri, Nov 20, 2020 at 2:30 PM
Delete a Contact
You can delete a Contact under the condition that there is no history in Prima associated against the Contact.  If there is no history, you can delete the...
Wed, Aug 14, 2019 at 11:08 AM
Parent & Child Companies
https://www.youtube.com/user/primacloudsoftware/search?query=parent Our webinar above that will show you how to set Parent & Child relationships up wit...
Fri, Mar 5, 2021 at 3:52 AM

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