Do you have a new business card from a conference? Has someone taken over management from a contact in your client’s office? It’s easy to update contact information while you are using Skylight. There are two ways you can add contacts to your Skylight database The first is through the import process as described here […]
To change the default contact icon for each contact, you can upload images like a profile picture for a contact or a logo of a client contact. You can add thumbnail images to Companies, People, Equipment, Location and other types of resources in Skylight. These thumbnails will show in various places within Skylight instead of […]
Skylight contacts online CRM go beyond simple contacts list. Besides a fully integrated project management app, you can create relationships between people and people as well as companies and people. This is a great way to associate contacts who work at a company and know how they are related. Contact Relationship Explained The important thing […]
Custom fields are used in projects, contacts and are also available when filtering list of records. These are useful in case you need a specific field to enter values that can not be entered into existing fields for project or a contact record. You can also rename custom fields titles as per your requirements. Editing […]
To import contacts into Skylight you will need to split your contact list into Person (people) and Companies. In this chapter we will import Companies contact details, and at the same time tell Skylight which contacts work at which companies, so all the relationships between Companies and Person (people) contacts are created for you on […]
Skylights document management solution gives you unprecedented control over all your important files. With Skylight you have a full business management solution out of the box, with project management, billing and task system that can also log time.