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Client
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Vendor Name
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Type
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Bank / Financial Institution
Contractor / Consultant
CPA / Tax Preparer
Government Agency
Insurance Agency
Other
Payroll Provider
Service Provider
Supplier
Utility Provider
Email
Phone
Address (optional)
W-9 Status
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Requested
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Add New Contact
First Name
Last Name
Email
Phone
Organization
Title
Labels
* myContacts
* myContacts/Active Clients
* myContacts/Inactive clients
* myContacts/Inactive Clients
* myContacts/Inactive Clinets
* myContacts/PCM employees
Active Clients
Banking Contacts
Client relations/vendors/customers
CPA
ESQ
Family
Friends
Inactive Clients
MGG
Misc Client Contacts - do not contact list
Other
Past/Inactive Clients
PCM Employees
PCM Service Providers
Personal
Work
zzImported 4/12/18
More fields (optional)
Middle Name
Birthday
Email 2
Phone 2
Street Address
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