- Settings and permissions
- Creating contact information
- Viewing contact information
- Reporting contact information
In Finago PSA, you can manage all of your contact information in one place: your own staff, accounts, prospects, partners, suppliers, and their contact persons. Activities, memos, and attachments can be linked to the contact information. You can categorize and report contact information in various ways, for example, by the figures of an individual account or collectively by account group, account manager, or industry.
Permissions: Accounts, Contacts
PSA plans: all
See also videos! (in Finnish)
Settings and Permissions
- Account and contact person permissions can be customized by role. For example, your account manager can be given broader editing rights to account information than other users.
- Accounts' and Contact persons' settings can be defined according to the company's needs. For example, you can define account types and groups for reporting purposes or create additional fields in account information.
Creating Contact Information
Accounts
You can add new accounts or partners by filling in the details yourself or by searching based on the business ID in the Finnish Business Information System. During the implementation, you can also import account data in bulk, i.e., via a file. It is possible to attach activities, memos, attachments to account cards, and also create the necessary company-specific custom fields.
Accounts can also be constructed as business structures, i.e., by linking companies that belong to the same corporation, or units that belong to the same company.
Contact persons
Contact persons are the people working for your accounts or partners. You can link contact persons to different companies, add memos, attachments, activities, tags, and create email lists.
Staff
Staff page shows the information of the active users in your company as a "phone directory".
Viewing Contact Information
- In the Contacts section list views, you can filter and view the information collectively and export it to Excel.
- On individual contact cards, you can edit detailed information and view ready-made graphs.
- Through Reports, you can see the information according to your desired classifications, groupings, columns, and filters.
Reporting Contact Information
The program offers extensive capabilities for reporting contact information.
- You have access to ready-made default reports for accounts, contact persons, and users, such as account profitability and user billable rates.
- Dashboard's visual reports can be filtered by account.
- New reports can also be created by yourself, with desired columns, filters, and grouping.