CONTACT - NOTES - SCREENSHOT
CONTACT - SOCIAL MEDIA - SCREENSHOT
CONTACT - COMPANIES - SCREENSHOT
CONTACT - GENERAL - SCREENSHOT
CONTACT - NOTES - NOTES

Internal notes about CONTACT, visible only in Contact profile.

CONTACT - SOCIAL MEDIA - NEW

To add Social Media account for your CONTACT please follow the procedure:

  1. Click on button NEW
  2. Select Social Network type from scroll down menu
  3. Paste the Url link or account name
  4. Click on UPDATE
  5. Save changes with the button SAVE or SAVE&CLOSE.
CONTACT - COMPANIES - ADD FROM THE LIST

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.

CONTACT - GENERAL - ADD CATEGORY

Contact can optionally be assigned to specific category, not necessarily the same Client's category as the COMPANY that contact is linked to.

CONTACT - GENERAL - EXCLUDE FROM MAILING

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 - GENERAL - DATE OF BIRTH

Contact's birthday reminder will be displayed on DASHBOARD 30 days in advance (the same way as it is for TALENT).

CONTACTS - GENERAL - HIDE

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.