As with all great billing tools, in WinTOTAL, it’s vital to provide an accurate list of your contacts and customers to accurately track your billing activities. To assist you in maintaining an accurate contact list, WinTOTAL introduces a new type of contact: the ad-hoc contact. Ad-hoc contacts are those contacts with whom you work on a one-time basis. Over time, as you create contacts, these one-time contacts can accumulate, cluttering your contacts list. Ad-hoc contacts can help you eliminate the contact clutter by providing a way to designate those one-time customers as exactly that – one time customers. When you mark a contact as an ad-hoc contact, WinTOTAL hides these contacts from your contact drop-down menus and from regular view in the contact manager since it’s unlikely that you will need to access their information again. Over time if those contacts become regular customers, you can promote them to full-time customers through WinTOTAL’s contact manager.
Viewing Ad-Hoc Contacts
To view and manage your list of ad-hoc contacts…
Toggling Ad-Hoc Status
To toggle a contact from ad-hoc to full-time or vice-versa…