Adding Clients and Vendors
Your clients and vendors are listed under CRM in Hiveage, and they’re referred to as contacts. You can add organizations or individuals as contacts.
1.To add a contact, click Create New from the CRM screen.
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2. Select if it’s an individual or an organization.
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3. Add information for this contact, and hit Save.
Your contact will be pulled in as you type in the To field in invoices and estimates, and From field in bills.