Create a Client > Contacts
- Kye Hush
Clients contacts are the people associated with your clients that you may wish to add to a job, estimate, invoice or mailing list.
Client contacts are accessed through the client card via the resources module or the CRM module.
Contacts must live against a client, prospect or supplier, they cannot exist on their own.
ON THIS PAGE YOU WILL FIND: |
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ACCESS THE CLIENT CARD
There are two options for accessing the client card in WorkBook:
via the resources module > resource default grid
Select the client > open the client card
2. via the CRM module > clients & prospects list
Select the client > open the client card
CONTACTS NAVIGATION
The features for contacts are the same whether you access via the resources or CRM module.
NUMBER | FUNCTIONALITY |
1 | The add new contact button allows you to add additional contacts to your client |
2 | Set contact active/in-active allows you to activate/de-active client contacts |
3 | The anonymise contact button will permanently delete the following information on the client contact for data protection or audit purposes:
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4 | Merge contacts allows you to merge two contacts within your client 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 contact from one client 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 contact |
8 | By checking the show inactive box you will be able to see all client contacts, active and inactive |
CREATE A CONTACT
To create a client contact go to the resources module> select the client
Open the client card > select the contacts tab
Click the add new contact icon, the parent resource type and parent resource fields will default to the selected record in the list, to change simply click on the dropdown arrow and select a new resource to add a contact to.
Complete the following information:
Contact name
Contact initials: the field will pre-populate once you have entered a contact name. You can overwrite the value but the initials must be unique and not used on any other record in your system
Contact email (optional)
Login name (optional): complete this field if you want this contact to have access to your WorkBook system via the client portal
UPDATE CONTACT DETAILS
To update details of an existing contact, go to the resources module > select the client
Open the client card > select the contacts tab
Highlight the contact you wish to add information to > click the toggle resource card icon
This will open a separate window where you can update client contact information including:
Name
Initials
Position
Phone number
Mobile number
Social: e.g. LinkedIn, Skype etc.
*Skills
*Interests
*Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)
*Tags
Address details
*Skills, interests, resource groups and tags are unique to your system and can be created in the Settings module.
To create and amend client contacts via the CRM module, please see Prospect Card > Contacts for more information.
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