How To Use Universal Add

Modified on Fri, 7 Mar at 4:29 PM

How To Use The New Universal Add Feature

The new Universal Add feature in Edgeondemand is designed for professionals seeking a more efficient way to manage contacts

1. Introduction

By simplifying the addition of new entries, it eliminates cumbersome processes and helps ensure your contact database remains accurate and up-to-date.

2. Click here

Initiate the process by accessing the Universal Add feature, designed to streamline your workflow and improve productivity.

3. Make Selection

Select the option you wish to add to your client records (Client, Prospect, Contact, Account, Contract, or Task) to begin adding a new entry seamlessly, ensuring your database remains current and comprehensive.

4. Complete Required Fields

Only required fields will appear for you to fill during this process.

5. Click "---------"

Select the appropriate category for your contact. This helps in organizing your contacts effectively for future reference.

6. Select the Client/Organization that Corresponds to your new record.

Choose a specific contact from the list, demonstrating the ease of accessing existing entries while adding new ones.

7. Click "Save"

Finalize the process by saving the new contact. This action is essential for maintaining an updated and accurate database.

By utilizing the Universal Add feature, users can enhance their contact management process, resulting in improved organization and engagement. This streamlined approach fosters better relationships and communication, ultimately driving greater success in your professional interactions.