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.

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.

Activities

Create and manage activities with the contact. This can be useful for setting and getting reminders about next actions, or reviews.

Select the + icon from the Activities section to add a new activity, assign it, set a due date and reminder options
View all Assigned, Completed and Cancelled Activities for the contact from the Activities section
Read more about Activities from the Activities link in the Related Articles Section

Call Backs

Select the Phone icon from the action bar to schedule a call back for the contact

Add the details for the conversations
Choose a date and time for the call back
Click Update to schedule the call back. This will appear as an activity in the Activity section

Email

Details