|
How do you view contacts? |
  
|
|
How do you view contacts? |
|
A 'contact' is a person who is a customer or an expected customer who may be related to a company with which you might do business.
To view contacts in a selected company, or to add new contacts to that company, follow these steps.
Step 1: Select All companies
Click the Company tab located on the ribbon.
Select All companies in the Companies group.
Select the desired company from this list by double-clicking on it.
Step 2: Select Contacts
Click the third tab, Contacts, located on the ribbon. This displays all the contacts linked to this company.
To add new contacts to a company, right-click anywhere inside the grid and select New from the menu.
Interaction-history for contacts
At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.
More actions for contacts
Controls on the ribbon allow you to carry out various actions on the selected contact.
You can sort the contacts in ascending or descending order. You can also perform search techniques using the grid to pinpoint a contact.
For more details, visit the following links:
How do you sort records in a grid?
How do you perform a search to find a record using grid filters?
To observe contacts in a grouped view, you can group them by any desired field.
For more details, visit the following link:
How do you group records by any field?
Tags are used to classify contacts in an ad hoc way when it may not make sense to add additional fields into the system. You can tag contacts in the database to help organise them. New tags are simple to create, and you can filter any grid by tags to show the desired contacts. Similarly, you can remove any tag already assigned to a contact.
For more details, visit the following links:
How do you assign tags to records?
How do you filter records by tag inside the grid?
How do you remove tags assigned to records?
Data in the system can be exported to an Excel spreadsheet, and data from an Excel spreadsheet can be imported into the system.
For more details, visit the following links:
How do you import records from Excel?
How do you export records to Excel?
Printing a set of records is as easy as printing in Microsoft Word.
For more details, visit the following link:
How do you print a set of records?
To quickly manipulate records, you can use split view to obtain a list of contacts and their data on the same form.
For more details, visit the following link:
How do you use split view to view list of items and data?
Common commands such as Copy a contact, Delete a contact, Select all contacts, and Create a new contact are also available within this grid.
For more details, visit the following link:
Note:
Some actions are the same for every grid under any tab. These include:
| • | copy, delete or refresh records, create a new record or open an existing record |
| • | sorting, searching and grouping records |
| • | assigning and removing tags and filtering by tags |
| • | exporting and importing records |
| • | printing a set of records |
| • | split view to view a list of items and data. |