Contact persons are the people in your customer or partner companies. In the Contact persons view, you can add and edit contacts, define the contact's relationships with different companies, add memos, attachments or activities and create mailing 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: all
Add a new contact person
- Start adding a new contact person from the location of your choice in the program:
- from the top menu Add new button
- from the top menu Quick search button by typing "add" or "create"
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from the contact persons list with the Add contact button
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in the mobile application
2. Add the contact person's information and Save. Mandatory fields are predefined in your settings.
Contact person's associated accounts
With the associated accounts feature, you connect the contact person to your customer or partner companies. You can define separate contact details and titles for multiple relations, for example if the contact person is a development manager in one company, but consultant in another company.
- Go to Contacts > Contact persons > the contact of your choice.
- Click the green + sign under Associated accounts.
- Add the relationship information to the window that opens and Save.
You can delete the relationship through the three dots in front of the row.
Contact person's memos and attachments
Adding in the contact persons view works the same as in the accounts view. See instructions here:
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.
Contact person's tags
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.
Mailing lists
You can create mailing lists and add contacts to them based on an associated account. After that you can filter the contact list by the email list and export the rows to Excel for further actions.
- Go to Contacts > Contact persons
- Click Options > Create mailing list and Save (if list does not already exist).
- Click the checkbox in the row of the desired contact.
- 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.
Delete contact person
A contact person can be deleted from the contact person card > Functions or from the contact person list as follows:
- Go to Contacts > Contact persons
- Click on the three dots in front of the row > Delete.
- Click OK to confirm the deletion.