The Entities Tab Overview

The Entities tab is where to begin all things related to Customers, Contacts, and Projects.

General Guidance

You can view, create, print, export, search and delete customers and projects. You may also view and select from the list of customers.

See Customers & Projects to learn how to create and modify Customers and Projects.

Under the Actions Section

Customers: This link takes you to the Customers page, which gives you options to view, add, export, search for and print the active or inactive customers within your account.

Projects: This link takes you to the Projects page, which gives you options to view, add, export, search for and print the active or inactive projects within your account.

Contact Types: This link takes you to the Contact Types page, which gives you the option to add different contact types that can be assigned to your contacts when added.

Contacts: This link takes you to the Contacts page, which gives you options to view, add, export, search for and print the active or inactive contacts currently set up within your account.

Help: This link redirects you to the help relating to Customers, Contacts, and Projects.