Contacts

Modified on 2009/10/04 18:32 by stefano Categorized as Uncategorized
==Contacts == {s:Related}
{{<img src="{up}Manuale IT/CRM contatti.PNG"/>}} Section is the management of contacts tabs.

{{<img src="{up}Manuale IT/3.4 crm - contatti.PNG"/>}}

The screen can be divided into 2 parts, the sidebar and the list.

{{<img src="{up}Manuale IT/3.4 crm - contatti - barra laterale00a.PNG"/>}} Allows to create a new contact card
([New contact|New contact]).

{{<img src="{up}Manuale IT/3.4 crm - contatti - barra laterale00b.PNG"/>}} Allows to perform an advanced search
([Advanced search|Advanced search]).

{{<img src="{up}Manuale IT/3.4 crm - contatti - barra laterale01.PNG"/>}} Allows to make a
to fast searching
([Search|Search])

{{<img src="{up}Manuale IT/3.4 crm - contatti - barra laterale02.PNG"/>}} Allows to quickly insert a company. Type the data, and then click {{<img src="{up}Manuale IT/SALVA.PNG"/>}}.

In the header of the list are the letters of the alphabet: by clicking on one of these letters all contacts whose last names begin with that letter will be listed; by clicking on "All" will list all your contacts.

{{<img src="{up}Manuale IT/3.4 crm - contatti - elenco.PNG"/>}}

You can reorder the list alphabetically by last name, by clicking on the header of the menu under "Name and last name" entry. Clicking again invertirà order. Similarly, you can sort by company, phone number, number of mobile phone or owner.

To delete a tab select the box in the last column, and then click {{<img src="{up}Manuale IT/CESTINO.PNG"/>}}. Where would need to recover a deleted tab, you can restore section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP record eliminati.PNG"/>}} ([Record Eliminati2|Record Eliminati2]).

Lower right is following the number of satisfactory cards required criteria, however the following tabs in each list number is limited ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP gestione account.PNG"/>}} ([Account management|Account management]), "Tustena Configuration" tab ([Tustena configuration|Tustena configuration])). To display tabs that follow list page number or "Next" click to jump to the next page. To go back a page click on "Previous". To display all the tabs in a single page click on "All records". "To make changes to various adapters simultaneously click on"
Massive update
" ([Massive update|Massive update]).

The list shows the results of searches.

Tab to display a user ([Card contact|Card contact]) click on the surname and first name of the user.

To view a card company ([Card company|Card company]) click on the name of the company.

==Corporate contacts ==
{{<img src="{up}Manuale IT/3.3.4.2 crm - aziende - scheda azienda - contatti.PNG"/>}}

This section lists the contacts linked to the company:

* to open the [Card contact|Card contact] click on the name of the contact; * to delete a contact click {{<img src="{up}Manuale IT/X red.PNG"/>}};
* to disable a click {{<img src="{up}Manuale IT/checkedbox.PNG"/>}} contact and confirm;
* to rehabilitate a click {{<img src="{up}Manuale IT/uncheckedbox.PNG"/>}} contact and confirm;
* to create a [New contact|New contact] associated with the tab click {{<img src="{up}Manuale IT/NUOVO CONTATTO.PNG"/>}}.
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Navigation (Manual)¶

Contacts
