The Contacts app stores detailed information about the contact persons of the client companies. To go to the app, open CRM > Contacts.
Here are the main features of the Contacts app:
- A contact can be linked with a company, a deal, a lead, or all these apps.
- If a contact is linked with a company or a deal, any changes in these objects appear on the contact‘s page.
- One contact can be linked with several deals.
- Contacts is a built-in app. This means that other apps and workspaces can have links to Contacts and still be exported to your PC as .e365 files or to ELMA365 Store.
Add a new contact
There are several ways to add a new contact:
- On the Contacts app page, in the upper right corner, click on the +Contact button.
- On the creation or editing page of a company, click on the +Create button.
- On the creation, view, or editing page of a deal, click on the +Create button or click on the sidebar.
- On the creation, view, or editing page of a lead, click on the +Create button or on the sidebar.
When adding a new contact, fill out the required field Name on the creation form. You can also specify the contact person’s position, phone numbers, email address, or Skype account. Moreover, you can link the contact to a company, a deal, or a lead, and specify the preference categories if the client agreed to receiving your newsletter to their email. To do this, select an existing entry by clicking the magnifying glass icon or add a new record by clicking on the +Create button.
Set up a contact page
You can customize the page as you see fit. For example, add or delete fields, make them required, add tabs, panels, or additional buttons.
To configure the form, click the gear icon to the right of the app’s name. In the menu that opens, select Form Settings.
Only the users included in the Administrators group can configure app forms.
Read more about form settings in the Configure forms in the Advanced Mode article.
Contacts can be linked with other apps, for example, Orders. In this case, the contact will have an additional tab with the list of all orders associated with this contact person.
A separate tab can be added for each linked app. You can edit or delete them if necessary. You can read more about this setting in the Associated items article.
If you set up the Marketing workspace to send newsletters to your customers’ emails, you can create a separate tab on contacts’ pages and place the Email campaigns widget on it. The tab will show a list of all newsletters sent to the contact person and actions that were performed with the emails.
Contacts can be displayed as tiles or as a table. You can select the view in the upper right corner of the Contacts app page.
To open the table’s or tiles’ settings, in the upper right corner of the page click on the gear icon.
For tiles, you can specify the size of the tiles, select the item properties shown on them, or configure the display of system information.
For tables, you can select the item properties shown in the table or sort items by parameters.
For more information on displaying items, see the App item view article.
At the top of the page, you can see the search bar. It allows you to quickly find the desired contact person by name or filter contacts using Search by parameters. To do that, click the icon in the search bar. In the window that opens, select additional search parameters, for example, phone number, company name, or deal.
If you plan to use the same set of search parameters more than once, you can save it as a filter. Read more about search in the Search and filters article.
Export and import
You can download the list of all contacts to an .xlsx or a .csv file or import a large amount of data to the system. To do that, click the three dots icon in the upper right corner of the page. In the menu that opens, click Data Export or Data Import.
Access to the contacts database
In ELMA365, you can flexibly configure access both to the whole Contacts app or to its individual items. For example, sales reps will be able to create, edit, and delete entries in the app, while other users will only be able to view them. Read more about restricting or granting access to apps in the Access to app data article.
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