In the Contact persons view, you can see all your contacts, add and edit contacts, define the contact's relationships with different companies, and create email lists. The view's search and column functions and export to Excel work the same as in the accounts section.
Please note that when you create a new account or contact person in the accounts section, they are also automatically updated in the contact persons view. You don't need to recreate them. You can specify in the settings which of the contact person's information are mandatory.
Permissions: Contacts
Versions: Free, Growth, Business, Enterprise, Enterprise+
Add a new contact person
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Go to Contacts > Contact persons
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You can add a new contact by clicking the Add contact button or selecting Contact from the Add new shortcut menu.
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Add the contact person's information, the person's name, contact information, address, account to which the contact person belongs. Finally, save.
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
- Go to Contacts > Contact persons > the contact of your choice.
- Click the green + sign under Associated accounts.
- 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.
- Click the three dots (...).
- Select Delete.
Delete contact person
- Go to Contacts > Contact persons
- Click on the three dots (...) at the selected row and select Delete.
- Click OK to confirm the deletion.
Add memos and attachments to contact person
Adding in the contact persons view works the same as in the accounts view. See instructions here:
Add tags and add contact persons to mailing lists
You can add tags to contacts, e.g. for classifications, or add them to an email list based on a associated account.
- Go to Contacts > Contact persons
- Click the empty checkbox in the row of the desired contact.
- From the top, click Options and the desired action. An additional window opens on the screen where you can complete the selected procedure.