Contacts

Manage your customers and their sites as well as contractors and suppliers easily within your Passport365 account

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4 articles in this collection
Written by Hannah

How to add a new customer (commercial or domestic)

Adding a new customer to Passport365

Written by Hannah
Updated over a week ago

Uploading contact records using XLS template

How to import, export and delete multiple contact records using the automatic upload .csv template

Written by Hannah
Updated over a week ago

Using Customer Records to View Billing Details

How to access customer billing records

Written by Hannah
Updated over a week ago

Adding files and notes to a customer

How to add files and notes to a customer record

Written by Hannah
Updated over a week ago