Breadcrumbs

Contact information sheet

In the Contact management, you can consult the detailed sheet of contact, monitor activities via the news feed and projects which are associated with it.

Summary section

Consult the summary of the sheet

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. You have access to Summary

  4. To return to the customer list, go to the upper left corner. Click on the arrow

  5. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

You can edit the contact information or delete the contact. Just go to the top right corner and click on the three points.

In the section Relationships, you can consult your customer's file by clicking on the name of it.

Discussion section

Add comments

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. Go to the section Note. Just below you have Discussion. Head to this section

  4. Click in the field Add a comment

  5. When you are finished, click the button Add

  6. To return to the customer list, go to the upper left corner. Click on the arrow

  7. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

Edit comments

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. Go to the section Note | Discussion

  4. Go to the comment you want to edit

  5. Click on the pencil to modify

  6. If you want to cancel the changes, click ✖

  7. When you have finished making your changes, click therecording icon

  8. To return to the customer list, go to the upper left corner. Click on the arrow

  9. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

Delete comments

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. Go to the section Note | Discussion

  4. Navigate to the comment you want to delete

  5. Click on thetrash can icon

  6. Click on DELETE to confirm the deletion

  7. To return to the customer list, go to the upper left corner. Click on the arrow

  8. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

Pin comments

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. Go to the section Note | Discussion

  4. Head to the comment to pin

  5. Click on thepin icon

  6. Your comment is pinned

  7. To return to the customer list, go to the upper left corner. Click on the arrow

  8. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

Unpin a comment

Your pinned comments are above the field Add a comment and they are in red.

  1. Click on thered pin of the comment you wish to unpin

  2. Click on Yes to unpin the comment

News Feed section

View the news feed

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. In the top bar, click News feed

  4. To return to the customer list, go to the upper left corner. Click on the arrow

  5. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

You can add, edit, pin or delete comments.

Filter in news feed

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. In the top bar, click News feed

  4. In the left corner of the form you have the button Filter

  5. Click on it

  6. Place the cursor on Categories to have the list

  7. To remove the filter, click on the small ✖ next to the name

  8. To return to the customer list, go to the upper left corner. Click on the arrow

  9. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

You can add multiple filters to your news feed.

Recent Activities section

View the list of projects

  1. From theHome | Sales | Contacts

  2. Click on the contact name wanted

  3. In the top bar, click Recent activities

  4. You can see the projects related to the client

  5. To return to the customer list, go to the upper left corner. Click on the arrow

  6. To view the customer dashboard, go to the upper right corner. Click on View contact dashboard

You can consult the project sheet by clicking on the name of it.