Help:Service/Contacts/en

Language:	Nederlands  • English

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

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