Contacts

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Introduction The Contact feature allows users of Hornbill to record contact information about people that are outside the business or organisation. Contact 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.

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Features

https://youtu.be/8e-qY1120GsAdding Contacts

Contacts can be added using the Contacts option in Collaboration.

• Check the contact you want does not already exist by checking their first name alphabetically or by searching the contacts in the search option

Select the ‘Create New Contact’ option then update the various fields you require. Please include an organisation. Select ‘Create’ 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
• The quick filter can be used to easily find a specific contact record
• Click on a specific contact record to view more information about that contact

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