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Companies & Contacts

  • Delete Contact Record (part of History Chain)

    (After version 1.00.18.116) Once a contact has been moved, it is only possible to delete the record at the 'front' of the chain. e.g. In the example where a contact has moved from  [ABC Supplied Ltd] ...

  • The Capture Tool

    How to use 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...

  • Move 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 see the history of previous journ...