Keep your organization's Contacts organized and up-to-date to save you and your staff time.
Don't see this feature? Check your Roles & Permissions settings or contact your Passare Admin to get it turned on.
Add an Entry in Contacts
Hover Contacts and select either People or Organization. 
Click Add a Contact in the top right corner.
Then, select if it is a Person, Organization, or Business.
The type of contact you are adding will determine the options under Basic Information. If you don't see what you're looking for, try another contact type to see if it's available.
Example: You are trying to add a Business, but Passare categorizes it as an Organization.
You can auto generate Rolodex IDs by going to Settings > Features > Other options and checking the box labelled Enable Auto-Incrementing Rolodex ID.
Fill out as much information as you can. This will save you time when adding the entry in a case.
If there is a specific person, such as a nurse or doctor associated with a hospital, you can associate them with the entry.
Tags and Notes can be used for further identification or to indicate which venue or business is preferred.
Save and it will automatically appear as an option under all +Add contact drop-downs within a case.
Manage your Contacts
Hover Contacts and select either People or Organization.
You can filter by All, People, Organizations, or Businesses.
Filter even further by using Filter Contacts.
Select the gear icon to Show/Hide Columns that are helpful or not helpful to your organization.
Check or uncheck the boxes that you do or don't want as a column.
Click Save.
Once you have all of the columns you want, you can adjust the column spacing.
Select the column divider and drag it in or out.
Lastly, delete duplicate entries or contacts you no longer need.
Scroll to the right and select the trash can icon for the entry you want to delete. 
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111!