Contacts, clients & coordination

Contact establishment:

• Add a new contact
• Add a new contact
• In Xero Contact fields, view and change your contacts
• Contact fields
• Importing new contacts in Nil.

Organize contacts:

• A contact can be edited.
• Multiple contacts editing
• Set a customer loan cap
• See credit information for a consumer
• affiliate contacts
• Contacts can be archived or restored.
• Export contacts
• Contact groups.
• Make and change contact groups.
• Integrate your email to your contacts
• Connect your Nil. contacts to your CRM.
• Make use of Smart Lists.

Templates for emails:

• Adding Email templates
• Email templates can be modified, edited, or removed.

Notifications

• Access Nil. notifications

Integrate with another Nil. Organization:

• Exchange of Nil. network key between two Nil. organizations
• Enter a Nil. network key from another organization
• Removal of Nil. network key