Internal notes about CONTACT, visible only in Contact profile.
To add Social Media account for your CONTACT please follow the procedure:
- Click on button NEW
- Select Social Network type from scroll down menu
- Paste the Url link or account name
- Click on UPDATE
- Save changes with the button SAVE or SAVE&CLOSE.
You can assign CONTACT to a COMPANY profile that exists already in your database.
If you do not find corresponding Company on the list, the Company profile must be created in COMPANIES tab.
Then you will be able to link them together.
You can categorize contacts in your database.
Multiple choice is possible- one contact person may be assigned to many categories.
Categories list can be customized if necessary in SETTINGS tab
It indicates contact that is not considered as potential mailing recipient.
Contact will not come up when filtering Contacts List with the criterion : " MAILING CONTACT" in CONTACTS tab
Contact's date of birth.
A reminder will not be displayed on DASHBOARD.
Check the box HIDE to remove CONTACT from active Client list.
This mark can be used instead of DELETING contact or in absence of deleting right.