Finding & editing contacts

To find a contact, type part of the contact name, company name, telephone number or email address in the contacts quick search box at the top of the screen. This will take you to the CRM screen and display all contacts that match your search results. To go directly to the CRM screen just click Contacts from the main menu, then click open menu on the left of the screen to show you the contact groups. Once in the CRM screen you can also use the grey box at the top of the page to show a specific selection of contacts, or click the group name directly on the left of the screen.

To edit a contact, click the contact name or click the pencil "edit" icon on the right hand side of the screen. This will open the "contact card". 

Displaying specific columns in the CRM screen

To choose which customer data is visible in a listing of contacts, click columns at the top of the CRM screen. You can edit which columns are displayed including any custom fields that you have created. These settings are unique to each user, allowing different staff members to easily see the information that’s relevant to them.

Custom fields

You may add an unlimited number of additional fields to be used for contacts, to allow you to sort and manage your customers and suppliers better. Custom fields can be used for customers and/or suppliers. You can choose whether custom field data appears in the customer’s account area online for update by themselves.

Click Contacts->Custom fields from the main menu. Enter the name and type of custom field then give that field a code. To add custom fields to a spreadsheet for import, you will need to take note of the custom field code you created. This should then be put in the first free column on the spreadsheet (column x). The corresponding data should be put in the column after it (column y). Continue adding custom field codes and data in pairs for all your custom fields.

Contact pop-up messages

You can set urgent messages for contacts; these will appear at the top of the when placing a sale/purchase order for them. Typical messages might remind the administrator that a credit note is due, returning product is expected back from the customer etc. To add a message, search for the contact using the quick search box, hover over the menu link and click add message. To remove the message, click Contacts->Messages from the main menu and delete the relevant message.