Help:Service/Contacts/en

Language:	Nederlands  • English

This help page explains the functions and fields on the 'Contacts' page in the CRM.

Contacts

Displayed below 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. You can find the sorting criteria listed below the tabs. The blue criteria are clickable. The list can be sorted by numerous ways:

Given name

Sort contacts by given name

Surname

Sort contacts by last name

City

Sort contacts by city

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The other criteria are not sorting options. This applies to:

Phone number

Displays the (first listed) phone number.

Email address

Displays the (first listed) email address. Click an email address to open your (native) email client. The email address which was clicked on is automatically filled out in the 'To' field.

Accounts

This displays the Account which the Contact is linked to. Click an account name for more information about that Account.

Edit link

Click on "edit" to edit the contact's details

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