Sage Contact 2016

Manuals and User Guides for Sage Contact 2016. We found 1 manuals for free downloads User manual

Below you will find brief information for Practice Manager Contact 2016. This user manual will guide you through setting up and using the Practice Manager software. Learn how to create clients, record events, use Client Centric, and much more.

Key Features

  • Client Management

  • Document Management

  • Jobflow Management

  • User and Group Management

  • Client Centric

Pages: 186 Sage Contact 2016 User manual

Brand: Sage Category: Software Size: 3 MB

Languages: English

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Frequently Answers and Questions

How do I create a new client in Practice Manager Contact 2016?

To create a new client, go to the 'Clients' window and click on the 'New Client' button. Enter the client's information and click on the 'Save' button.

What is Client Centric?

Client Centric is a feature in Practice Manager Contact 2016 that allows you to view all of your client's information in one place. This includes their contact details, events, documents, and jobflows.

How do I synchronize Practice Manager Contact 2016 with Microsoft Outlook™?

You can synchronize Practice Manager Contact 2016 with Microsoft Outlook™ by going to the 'Settings' menu and selecting 'Synchronization'. Follow the on-screen instructions.

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