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Areas
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Areas
User Info
Ticket
Address types
Companies
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New contact (Manual)
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New contact (Manual)
New contact
¶
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Contact
Contacts
Displays opportunities
Lead
List
Manual in English
By clicking on "New contact" or an existing tab
button you can insert or modify a contact card:
Fill in the various fields in a more timely manner bearing in mind that:
You can associate the contact to a business card already inserted by clicking
: the search window will appear to select the desired tab by clicking on the name of the company - type in a search and click
key, or click
(
Advanced search
), or click
to quickly insert a new card (function similar to that present on the sidebar). To close the window click
.
To delete the Association of the contact to a click
; holding
You can connect more than a company to each contact into fields "Other companies" completely similarly described in point earlier; to add additional fields click
;
the "Categories" table works in the same way that relating to holdings (
Category
);
clicking
you can insert additional telephone data formatted according to the country of the user (international prefix, area code, number; click
to confirm on
to close the window:
)
You can verify the validity of an email by clicking on
; an icon will appear:
means the address is valid,
does not exist,
cannot be verified correctly;
If the "mailing list" checkbox is cleared you will not be able to send email to the company via distribution lists; otherwise, you can specify an alternate e-mail address to send them in the adjacent; field
the "Region" field is customizable by anyone with access to the section
(
Areas
);
clicking the
button for the field "Commercial" you can select a user of commercial type (
set
(
User Info
)) which will be assigned the holding;
If the "Sync Outlook" checkbox is selected the tab will be synchronized with Outlook and will be exportable;
the box "no contact" serves as a reminder if a contact must not be contacted;
If the box "can insert ticket" (
TICKET
) is selected the contact will be able to insert ticket to address
CRM.tustena.com/ticket/ticketouter.aspx
which can connect using this email in this Board as username and the "password ticket" (which must be at least 4 characters);
number of additional addresses and descriptions are customizable section
(
Address types
);
the "additional fields" section is completely customizable in type and quantity in section
(
Companies
) (additional field shown in figure is for illustration purposes);
users to open the tab will only
those belonging to the groups listed in the table "visible from:"; you can add new groups by selecting them from the "Groups" list and clicking the button
;
allows you to add all the groups in the list; in a similar way to remove a group select it in the list "visible from:" and click on the button
;
allows you to remove them all.
completed once the tab click
button to confirm; to not save and return to the management companies click
.
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.