Find a record
Search across your Helm workspace without leaving the page.
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Enter at least two characters. You can search names, registrations, emails and references.
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Notifications
Compliance, task and record updates that need your attention.
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New Helm notifications will appear here when they need attention.
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Contacts
Manage contact records, view key details, and request updates when information needs refreshing.
Filter contacts
Use these fields as the main contact filter set: person type, company, and contact availability.
Create contact record
Add the contact’s main details and link them to the correct company.
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Once contacts are added, they’ll appear here automatically for you to view, manage and update.
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