List of paragraphs:
- Contacts list
- Creating new contact
- Reviewing contact
- Contact profile
- Related contacts
- Creating related entries
- Editing and deleting
- Contact persons
- Create relation
- QR code of the contact
- Merge contacts into one
- Bulk Actions
- Contact map
- Importing contacts
Module Contacts effectively helps managing your clients, suppliers or partners. Create a Contact profile and track all information related to them. Contact accounts have all the information in one place, you can check the records related to your client, supplier or partner: e-mails, planned tasks, invoices, contracts and more.
Choose module Contacts to see clients list:
Use Search field to find a specific contact, by typing in your client's name or a keyword.
Use filters to narrow the results:
- In Contacts select New contact;
- Fill in the information. Mandatory fields are marked * symbol:
Select client type: if the person is Legal - enter company name and company code, if the client is Individual - enter name and personal code.
- You can enter company name or company code and select this button to upload customer information from Okredo.com:
- After entering details, select Save to create contact or Save and create contact in case you would like to assign contact person right.
- After saving, you will see Contact profile.
To preview the contact, click on contact title:
You will see contact profile and related information:
In contact profile you can enter:
- Contact profile details;
- Contact persons;
- Billing and Shipping addresses;
- Related contacts;
- Responsible users;
You can also check all the entries related to a contact:
You can link contacts to each other, so you can understand the relationships between your customers or partners more easily. When specifying related contacts, you can refine the relationships between them by adding a relation type. Linking is possible for both Legal and Physical persons.
You can create related records straight from contact profile. For example, choose to review, then select Tasks and click New Task.
Describe task and save. You will be able to see this task both in account profile and in Tasks module.
To create a related task, you can also use this button:
In order to edit or delete contact, use Options menu on the right side.
Also, you can open contact preview and select Actions.
To create a new contact on your phone, hover over the QR code icon in the right corner:
After the QR code appears on the screen, scan it and a contact will be automatically created on your phone.
Select the contacts you want to merge into one and click on Actions button:
Click on the Merge button and select which contact is the main entry:
The main contact keeps all the data and blank fields, if there are any, are filled with merged contact information.
When creating a contact, you can choose to assign the contact person right away:
Or check it right in the contact prieview:
To assign contact person to another customer, select contact person and click on Edit button. Select contact to which you would like to assign a contact person and press Save:
Check desired companies, save the changes and the contact person will be displayed next to all the selected companies:
On the right side, you will see a list of options:
Select the actions you want to perform and Confirm your choice:
To see contacts on the map, select Contacts > Map:
To filter contacts on the map, click the filter button:
Only System admins can import contacts to Hanna CRM. Click the Import button and select what you want to import:
Map values and press Import:
Add column "Juridical" to specify if contact is Juridical or Physical. If the imported contact is Juridical, enter the number "1" and "0" if the contact is Physical. In Hanna, link the data to the "Contact - Legal" field:
Contact group, Contact type and Activities settings are available here.