Difference between revisions of "Contacts"
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Contacts can be added using the '''+ New Contact''' button | Contacts can be added using the '''+ New Contact''' button | ||
| − | :* Complete the mandatory fields, and any optional fields including linking them to an existing organisation. Select | + | :* Complete the mandatory fields, and any optional fields including linking them to an existing organisation. Select '''Create''' to add the contact. |
:* Alternately, individual Contacts can register themselves using Guest Access when logging in for the first time | :* Alternately, individual Contacts can register themselves using Guest Access when logging in for the first time | ||
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:* '''Export''' - Use the '''Download Arrow''' icon to export the filtered list of contacts | :* '''Export''' - Use the '''Download Arrow''' icon to export the filtered list of contacts | ||
| − | '''Global Search''' - with the filter switched to '''Contact''' you can search for contacts from any view, and the results will be listed in the '''Contacts''' view. | + | '''Global Search''' - with the filter switched to '''Contact''' you can search for contacts from any view, and the results will be listed in the '''Contacts''' view. |
== Customer Portal == | == Customer Portal == | ||
Revision as of 20:34, 27 July 2017
IntroductionThe Contact feature allows users of Hornbill to record contact information about people that are outside the business or organisation. Contacts can be configured to use the Customer Portal for profile management and use of application features designed to allow for communication between you and your contacts. |
Related Articles |
Features
Adding Contacts
Contacts can be added using the + New Contact button
- Complete the mandatory fields, and any optional fields including linking them to an existing organisation. Select Create to add the contact.
- Alternately, individual Contacts can register themselves using Guest Access when logging in for the first time
Contact List
- As contacts are added, they will appear in the Contacts list
- You can configure the available display columns in the list to show the information that is important to you using the Cog Icon
- Click on a specific contact record to view more information about that contact
Searching Contacts
- Quick Fllter Use to easily find a specific contact record, searching against their First Name, Surname, Email Address or Organization they are associated too.
- Advanced Filter - Select the Funnel icon to expose additional search filters, including Job Title, Email, and Phone number
- Archived - Use the File Box icon to filter the list of contact's to those which have been marked as archived
- Export - Use the Download Arrow icon to export the filtered list of contacts
Global Search - with the filter switched to Contact you can search for contacts from any view, and the results will be listed in the Contacts view.
Customer Portal
Contacts can be configured to use the Customer portal for profile management and use of application features designed for contacts. Portal Access is configured via Hornbill Administration: Home > System > Manage Portals > Guest Accounts
Administration
Users with the Form Designer role, will be able to add custom fields, hide existing fields, edit their properties, and edit which sections of the contact record, fields are displayed in. This can achieved by dragging and dropping the fields into the required sections. With the Form Designer role, users will see a Design option to go into edit mode.