The CRM > Contacts tab can be used:
- To search and locate a contact or group of contacts
- To action a contact
- To bulk action contacts
- To delete contacts
- To export a contact list
Note: Access to these functions will vary based on the user's security settings.
Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display.
1. Select {CRM} and then select the Contacts tab.
2. The search criteria that can be used include:
Field | Action |
Contact Name | Enter in the full or partial Contact Name of the contact. |
Customer Name | Enter in the full or partial name of the Customer Name. |
Customer Number | Enter in the full or partial name of the Customer Number. |
Title | Enter in the full or partial Title. |
Phone Number | Enter any or all digits of the Phone Number. e.g. If you enter ‘5’, it will bring up all phone numbers that contain a 5. If you enter just the area code ‘519’, it will bring up all the phone numbers that have that area code. |
Email Address | Enter in the full or partial Email Address. |
Sales Rep | Select Sales Rep from the drop-down menu. |
ZIP/Postal Code | Enter in the full or partial ZIP/Postal Code. |
Country | Select Country from the drop-down menu. |
Region | Select Region from the drop-down menu. |
Letter | Select a letter from from the alpha box below Letter. Note: As soon as a letter is selected, a search will be done bringing up all customers whose name starts with the selected letter. Any other search fields with data entered will also be applied to the search. |
Tags | Select one or more Tags from the drop-down menu. Note: Utilizing this search criteria will not filter results to find customers with all selected tags. If multiple tags are selected, search will include all customers with at least one of the selected tags. |
Roles | Select one or more Roles from the drop-down menu. |
3. Once Search criteria has been entered, select {Search}. To clear all
search criteria, select {Clear}.
Contact Actions
To open the sub-action menu, click on the vertical ellipses for a customer and then select an action from the drop-down.
Action | Description |
Edit | This opens to Edit Contact modal for this contact. See Contacts-Editing a Contact. |
Add a Note | This opens the New Note modal. |
Add a Task | This opens the New Task modal with Related To field set to this contact. |
New Order | This opens the New Order modal, defaults pre-filled for this customer/contact. |
New Quote | This opens the New Quote modal, defaults pre-filled for this customer/contact. |
New Product | This opens a new Product Order page. |
Email Login | This generates an email for this Contact to activate their portal login and set their password. |
This opens the Email modal for this contact. |
For information on Bulk Actions, see Contacts - Bulk Actions.
For information on Exports, see Contacts - Exporting Contacts.
For information on deleting a contact, see Contacts - Deleting a Contact.