Difference between revisions of "Working with Contacts"
Jump to navigation
Jump to search
Email
Line 11: | Line 11: | ||
|style="width:73%"| | |style="width:73%"| | ||
==Introduction== | ==Introduction== | ||
+ | With Customer Manager installed, the basic contact functionality is extended. With or without Customer Manager installed the following functionality is available | ||
+ | |||
+ | * '''Mark as Private''' - mark a contact as only being visible to you | ||
+ | * '''Archive''' - If a contact is no longer needed, or has left an organization 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. | ||
|style="width:5%"| | |style="width:5%"| | ||
Line 23: | Line 28: | ||
==Features== | ==Features== | ||
+ | With Customer Manager installed the following functionality is then available against each contact's record. | ||
[[File:Customer_Manager_Contacts.png|400px|right]] | [[File:Customer_Manager_Contacts.png|400px|right]] | ||
Line 34: | Line 40: | ||
===Details=== | ===Details=== | ||
+ | |||
+ | |||
+ | [[Category:Customer Manager]] |
Revision as of 07:14, 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.