Difference between revisions of "Working with Contacts"
Jump to navigation
Jump to search
Email
Line 14: | Line 14: | ||
* '''Mark as Private''' - mark a contact as only being visible to you | * '''Mark as Private''' - mark a contact as only being visible to you | ||
− | * '''Archive''' - If a contact is no longer needed, or has left an | + | * '''Archive''' - If a contact is no longer needed, or has left an organisation you deal with, mark them as Archived. This will remove them from general contact searches, but will still be accessible from the contact list and Archived contact's option |
* '''Audit History''' - View all changes and amends which have been made to the contact's record. | * '''Audit History''' - View all changes and amends which have been made to the contact's record. | ||
Revision as of 07:15, 2 August 2017
IntroductionWith Customer Manager installed, the basic contact functionality is extended. With or without Customer Manager installed the following functionality is available
|
Related Articles |
Features
With Customer Manager installed the following functionality is then available against each contact's record.