What is a touch, how do I add one?
Add new touches for a particular customer.
Search using the Company dropdown list to view all of the customer interactions, or touches under each company.
To create a new Touch, go to your “Clients” tab, and tap the “Touches” button.
You have two options to create a Touch, you simply click the “+ New Touch” button, or if you know the specific company or contact you would like to add Touch to, use your search bar!