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Go to CRM > clients & prospects list > select the client or prospect from the list > click the show/hide prospect card
icon and go to the contacts tab.The features for contacts are the same whether you access via the resources or CRM module.
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NUMBER | FUNCTIONALITY |
1 | The add new contact button allows you to add additional contacts to your client or prospect. |
2 | Set contact active/in-active allows you to activate/deactivate contacts. |
3 | The anonymise contact button will permanently delete the following information on the contact for data protection or audit purposes:
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4 | Merge contacts allows you to merge two contacts within your contact list. This is particularly useful if two people in your agency have added the same contact against the client and you only want one complete record. |
5 | Move contacts allows you to move a prospect or client contact from one company to another. |
6 | The toggle resource card opens a window at the bottom of the screen and allows you to add additional information against your client contact e.g. phone number, address details etc. |
7 | The search grid allows you to search your contact list for a particular person. |
8 | By checking the show inactive box you will be able to see both active and inactive prospect/client contacts. |
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