Customer contacts

Customer contacts

All contact management features can be accessed by choosing Contacts tab from sidebar

Create a Contact

For creating new Contact click Add contact button

Fill out New Contact form.

Required fields:

• Name
• Email (Main)
• Phone (Main)

Also, User can add a few Email addresses and Phone numbers specifying them with following different types.

Email address types:

• Work
• Home
• Other

Phone number types:

• Work
• Home
• Mobile
• Other

After filling all necessary fields click on the Submit button.

Edit contact

1. Go to Contacts tab.
2. Click on a contact's name.
3. In the bottom right corner, click Edit.

4. Click Save.

Delete a Contact

Also, contact can be deleted.

In the Contacts tab:

1. Near selected contact, click Delete button.

2. Click on Delete button in confirm.

Filter contacts

To filter or sort the contacts list the Contacts tab

1. Click on Filter contacts button
2. Fill out the field

Contact list can be filtered by:

• Id
• Name
• Company
• Phone
• Email

And sort by:

• Id
• Name
• Company

Create a Contact Group

To group contacts with some criteria, in the Contacts tab

1. On the right corner click on Groups.
2. Type a new group name.

3. Click Add button.

Add Contacts to a Group

Each contact can be added to one or more groups.

In the Contacts tab.

1. Check Contacts for grouping.
2. In the top right, click Group icon.

Edit a Contact Group

In the Contacts tab:

• Near necessary group click Edit group button.

Delete a Contact Group

In the Contacts tab:

• Near necessary group click Delete group button.

Delete a Contact from a Group

In the Contacts tab:

1. Click on Groups subtab.
2. Open necessary Group.
3. Near necessary Contact click on Delete From Group button.

Search a Contact

Search the contact could be done by:

• Id
• Name
• Email
• Company

Just fill out data in the appropriate search field