Contact persons

In the Contact persons view, you can add and edit contacts, define the contact's relationships with different companies, add and view memos, attachments or activities and create email lists. The view's search and column functions and export to Excel work the same as in the accounts section.

When you create a new account or contact person in the accounts section, they are also automatically updated in the contact persons view. You can specify in the settings which of the contact person's information are mandatory.

Permissions: Contacts
PSA plans: Free, Growth, Business, Enterprise, Enterprise+

Add a new contact person

1. Go to Contacts > Contact persons

2. You can add a new contact by clicking the Add contact button or selecting Contact from the Add new shortcut menu.

   

3. Add the contact person's information and Save. Mandatory fields are predefined in the settings. 
   

Associated accounts

With the associated accounts, you connect the contact person to your customer companies and define the type for the relationship. In addition to this, you can define separate email addresses, phone numbers and status for each relationship.

The feature can be used, for example, if the contact person is a development manager in the company, but also works in another company, and he has different contact information for them. You can see all relationships directly from the contact card.

Add associated account

1. Go to Contacts > Contact persons > the contact of your choice.
2. Click the green + sign under Associated accounts.
3. Add the contact's relationship information to the window that opens and Save.

Delete associated account

You can delete the relationship through the three dots in front of the row.

1. Click the three dots (...).
2. Select Delete.

Add memos and attachments to contact person

Adding in the contact persons view works the same as in the accounts view. See instructions here:

Memos

Attachments

Contact person's activities

In the Activities tab you can view and add activities related to this contact person. The view can be sorted by activity type, status or schedule. Activity can be marked as done, edited or deleted from the three dots in front of the row. 

Add tags and add contact persons to mailing lists

You can add tags to contacts to help you categorize and filter your contact lists. Tags can be added from the contact card > Edit or from the contact list > Options.

You can also create mailing lists and add contacts to them based on an associated account.

1. Go to Contacts > Contact persons
2. Click Options > Create mailing list and Save (if list does not already exist). 
3. Click the checkbox in the row of the desired contact.
4. Click Options > Add selected to mailing list. A new windows opens where you can finish the action.

Removing lists or contacts from them can be done in the same Options-function. 

You can filter the contact list by the email list and export the rows to Excel for further actions. 

Delete contact person

1. Go to Contacts > Contact persons
2. Click on the three dots (...) at the selected row and select Delete.
3. Click OK to confirm the deletion.