The Concierge Assistant® Tutorial

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The latest version is:
9.0.8. C11

Added
Google Maps
Integration

LESSON 2:    Contact List Keywords

The Contact List Keywords are used to categorize your Contacts.    For example, you will want to be able to look up all French Restaurants in your area. To do this you will want to have the categories "French" and "Restaurants" available as selection entries.


To add a new Contact List Keyword simply key the keyword into the Contact List Keyword field.    Press Enter or click on Add Keyword and you have a new Contact List Keyword.

If you do not like a particular Contact List Keyword Name you may change it by selecting the original Contact List Keyword and keying the new description of the keyword into the "Replace With" field.    When you change this field the Add button changes to a "Replace" button.    Press the "Replace" button and all Contact entries using this keyword will be updated with the new keyword.

To delete a Contact List Keyword you select the keyword to be deleted and press the Delete button.    If no Contacts are coded with this Contact List Keyword the keyword will be deleted.

Administration | Lesson  1 | Lesson  3 | Lesson  4 | Lesson  5 | Lesson  6 | Lesson  7 | Lesson 7.1 | Lesson 7.2 | Lesson 7.3 | Lesson 7.4 | Lesson  8 | Lesson  9 | Lesson 10 | Lesson 11 | Lesson 12 | Lesson 13 | Lesson 14 | Lesson 15 | support@goldkeysolutions.com | 818-865-0006 | GoldKeySolutions.com