- To Add new Company go to Contact Management--> Companies and click on the button Add new
- To import No.Of Companies –>using CSV import option .
- We have view & edit and delete Company options –>To change the Company details and see all the details.
What is Contact ?
The record which stores vital information of a particular entity is entitled as “Contact”.
In order to create a New contact, required fields are as follows:
(i) Companies: Data in this field is fetched from Contact Management–>Companies–>Add new Company.
(ii) Contact Groups: Data in this field is fetched from Contact Management–>Contact Groups–>Add new Contact group.
(iii) Countries: Data in this field is fetched from Contact Management–>Country–>Add new Country.
(iv) Contact Types: Data in this field is fetched from Contact Management–>Contact Types–>Add new Contact Type.
To create new contact, go to Contact Management–>Contacts–>Add new Contact.
A contact is activated to User by accessing the Create User for this Contact field.
This activation of contact can be done in two ways,
(i) Create and send activation email:
This involves creating of User without activation and sending an activation link to mail with auto generated password. On accessing the link the account gets activated.
(ii) Create and activate:
This involves creating of User and activation of account at the same time.
Every User is categorised into Contact types as follows;
1.Executives 2. Suppliers
3. Business Manager 4. Clients
5. Employees 6. Sales Manager.
7. Sales agent 8. Project Manager
9. Stock Manager 10. Supplier
Contact type gives the designation of a particular contact.
Example: You want to create the customer, then go to Contact Management–>Contacts–>Customers and click on Add new button.
List of Contacts:
The page which describes all the contacts with respect to all existing contact types.
Creating/Editing of User can also be done directly by clicking on the Create/Edit User buttons in Contacts page as shown above.
Contact Creation page:
After Creating the Contact, click on View of respective contact which allows monitoring the other modules at a glance.
Contact Notes:
Contact notes allows admin to send any notes (Both Text and Attachments) to a particular contact. Send email is an advanced feature to send the notes through email by click on Send email button in Contacts page.
Contact Documents:
This feature allows sending documents to a particular contact.
CSV Import:
The file format which stores the data in a tabular form such as spreadsheets, excel sheets etc. The CSV is abbreviated as Comma-Separated Values.
The CSV Import allows to import a huge data of contacts with their respective fields.