Contacts

Contacts Module

Contact Menu

New Contact

This option takes the user to the “New Contact” form. For more details on how to create a contact and this form, please redirect to the section “How to create a contact”

View all contacts

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The system allows to list all the Contacts existing in the database, filtered by specific parameters. There is also a search bar that can be used to refine the search by looking among the shown results.

Filters available are:

• Owner: filter by the owner of the Account
• Quick Search: filter by predefined range of time

It is also possible to activate the “Custom Search” that will enable more fields of filtering, such as:

• From date (creation)
• To date (creation)

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Once the filtering is done, the system will show the results in a list. The user can search among the results by writing on the “Search” field (magnifying glass); the system will refine the results if there are matches with any field of the shown results.

On the above bar at the top right, there is a button available that work as shortcut: “+Contact”: quick Contact creation form access

The results can be extracted and downloaded to the local disk in different formats such as CSV, Excel, PDF or can be directly printed or copied to the clipboard.

Information shown in this columns:

• Contact: Contact name
• Company: Account to which the contact is related
• Title: Title assigned to the contact
• Main phone
• Mobile
• Email: Email of the contact. By double clicking on the email user can execute the “send email” feature.
• Prot: indicates if the contact is protected or not.
• Last Activity
• Created
• Owner

From this list there is also access to the column “Options”, with more buttons that work as shortcuts to:

• Log a new call
• Create a new event
• Create a new tasks

Merge Accounts This module allows the user to merge and/or delete contacts.

When merging a contact, all the related info will be moved to the selected destiny contact and the merged one will be deleted. To delete a contact the same process needs to be followed, but in this case there is no need of selecting a destiny.

The form to merge accounts is divided in 8 sections:

• Contact Info
• Account Info
• Opportunity Info
• Events
• Tasks Info
• Notes Info
• Emails Info
• Calls Info

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The reason for these sections is to make it easier to select and edit the information the user wants to merge. Nevertheless, these sections don’t need to be all used and can be either hidden or shown. Only the first section contains mandatory fields, which for this case it means it is the minimum information that will be transferred (merged) to the destiny contact.

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Steps to merge:

1. Select Contact
2. Select the values wishing to keep
3. Select the Related info to keep in the selected Master Contact
4. After this, press “Merge” button to start the process
5. Users can use the option Delete After Merge to remove the contact with the remaining related data