How do I delete a contact?
From your Contacts page:
1. Click on the Contact you'd like to remove.
2. Click on the three dots menu (...) toward the top right of the center pane.
3. Click Delete contact.
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Creating a Contact
Click on the Contacts tab on the left-hand menu. Click on + NEW (top right). Enter all the Contact information, paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...
What is a Related Contact?
The Related Contact field is used to associate this Contact or Opportunity to an existing contact. This could be a Designer, a Builder, or an actual relative such as a husband or wife.
How do I create a contact?
Click on the Contacts tab on the left-hand menu. Click on +NEW (top right). Enter all the General Information paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...
How do I delete an Investment?
Click on Investments in the left-hand pane. Click on the Investment name. Click the 3 green dot menu icon. Click on Delete Investment.
Can I get a refund on my subscription?
If you're unhappy with DesignAlign and wish to receive a refund, please contact us through the Chat, or email us at billing@designalign.com.