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Companies & Contacts

  • How to Merge Contacts

    It is possible to merge two or more Contact records: 1) Login as the administrator [ADM] user. 2) Make sure the contacts are listed under the same company, you can use the Show Where option on a conta...

  • How to Merge Clients

    From time to time you may find that you want to MERGE two client records.It is possible to MERGE two or more Client records with one becoming the 'master' and the others branches of that client. Note:...

  • How do I – Use the Capture Tool

    Using the Capture Tool Influence professional has a Capture tool, to help you capture contacts & Companies and bring the information into the database. Find the information you want to copy such as an...

  • Move a Contact to another Site

    Moving a contact to another site The latest version of the Influence Professional software has an improved ability to move a contact from one site to another. When moving a contact it is possible to s...