Difference between revisions of "Help:Service/Contacts/en"
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The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below: | The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below: | ||
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Revision as of 11:11, 8 February 2012
| Language: | Nederlands • English |
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This help page explains the functions and fields on the 'Contacts' page in the CRM.
Contents
Contacts
Displayedb elow are all registered contacts, sorted alphabetically. Choosing a letter will display all contacts with surnames starting with that letter. You can also browse the contacts by clicking the 'Next' button or the page numbers, both at the bottom of the page.
Contact filters
The right side of the page allows you to search for contacts by specific features. Explanations for each attribute is displayed below:
Given name
- Finds contacts by given name
Surname
- Finds contacts by last name
Attached to Member
- Finds contacts linked to specific project members (is rarely used)
Account
- Finds contacts linked to a particular company of client
City
- Finds contacts by city
Country
- Finds contacts by country
Postal Code
- Finds contacts by postal code
Email address
- Finds contacts by email address
Phone number
- Finds contacts by phone number
Opted out
- Finds contacts by contacting option:
- - Phone
- - Mailing address
- - Email address
