CRM / Contacts

Contacts

Contacts app stores detailed information about the contact people of the client companies. To go to the app, open the workspace Clients> Contacts.

Important features of the Contacts app:

 

  • A contact can be linked to a company or a deal, or both.  
  • Once a contact is linked to a company or a deal, any changes in these objects appear on the contact page.
  • One contact can be linked to several deals.
  • A contact is a system app. This means that other apps and workspaces can refer to “Contacts” and it can be downloaded as  an .e365 or an ELMA365Store file. .

Adding a contact

There are several ways to add a new contact

  1. On the Contacts app page in the upper right corner click on the + Contact button.
  2. On a company’s edit or create form click on the + plus button.
  3. On a deal’s edit form click on the + Contact button.

You will have to fill in the fields on a create form when adding a new contact. By default, you only need to enter the employee’s first and last names. If you wish, you can specify a position, a phone number, an email address, a Skype account and link the contact to the client company. To do this, select a name in the drop-down list or add a new record by clicking on the + Create button.  

Search

The search bar is located at the top of the page. By using it, you can quickly find the desired person by name and filter the contacts. You can use advanced parameters to narrow down your search. To do this, click on the corresponding icon in the search bar. In the window that opens, select additional parameters, for example, a phone number and a company or a deal name.

If you plan to use the same set of search parameters multiple times, you can save it as a filter. You can read more about search and filters in this article.

Contacts view  

Contacts can be displayed as tiles or a list. You can select the display mode in the upper right corner of the contact page.

For tiles, you can specify the data displayed on them, select their size, sort by different parameters and configure the display of system information.

For tables, you can configure the columns, sort records by parameters and specify the number of displayed rows.

For more information on displaying items, see the Layout of App Items article.

Export and Import

By clicking on the gear icon next to the app’s name you can download the list of all contacts to a file in an xcls or a cvs format. In addition, you can also import a large amount of data to the system.

For more information on uploading and downloading data, see Data Import and Data Export articles.

Access to contacts database

ELMA365 allows you to flexibly configure access both to the whole Contacts app and its individual items. For example, sales managers will be able to create, edit and delete records but other users will only view them.  We have described in detail the settings of restricting / granting access to apps in the Access Settings article.

 

Setting up a contact page

You can customize the page as you wish. For example, add or remove fields, make them required, add tabs, panels, additional buttons.

начало внимание

Only the users included in the Administrators group can configure, add, and remove pipelines.

конец внимание

To configure, click on the gear icon and select Form Settings.

You can read more about form settings in the Configuring Forms in Advanced Mode article.

Additional tabs

Clients can be linked to other apps – those where you need to specify a contact person, for example, in Orders. In this case, the contact will have an additional tab with the list of all orders in which this person is indicated as a contact person.

Each linked app receives its own tab. You can edit or delete them if necessary. You can read more about this setting in the Associated items article.