Finding 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 right 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 - search for contacts" from the main menu.

Once in the CRM screen you can use the grey box at the top of the page to show a specific selection of contacts ... click the "show/hide search box".

To edit a contact

Once you have the contact on the search results, click the orange icon on the left hand side of the screen to open the bubble menu, from where you can choose to edit the contact details, or do a number of other tasks.

Changing display columns in the CRM screen

To choose which customer data is visible in a listing of contacts, click "edit 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.

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, and will appear in a popup whenever the contact is viewed, payment allocated etc. 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, edit the contact and type a note into the "popup message" box in the Notes tab.