Working with Contacts

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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 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.

Related Articles Organisations Working with Organisations Contacts

Features

With Customer Manager installed the following functionality is then available against each contact's record.

Activity Stream

The activity stream (timeline) provides the ability to collaborate on all matters relating to the contact. Any user who has access to the contact record will be able to view, post, comment on their timeline.

• As well as manually posting, and commenting, scheduling activities and sending emails will also be recorded in the Activity stream
• View the Activity Stream link in the related information section for more information on working with Activity Streams.