Objectives
- Insert a Person in the databaseAdd a new person
- Correct/Revise/Update data related to an existing Personcompany
- Capture and manage a person's details
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Steps
In LEXZUR you can easily manage your Persons. First, you have to add Persons to your database. You do that through the quick Create button located in the main menu, or from the Persons module person grid (within the Contacts in the main menu) by clicking on the plus button on the top right side of the screen.
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You can also create and manage the Folder structure, Upload and download files/folders through the Attachments Tab.
The LEXZUR 360 docs will help you manage your documents the same way as you are using Microsoft web. Document Editor is an efficient tool to help you manage different document versions related to a specific contact.
You can even manage reminders related to a specific person through the Reminders Tab.
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For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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