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

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

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 date of birth.

A reminder will not be displayed on DASHBOARD.

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.