List of paragraphs:
- Contacts list
- Creating new contact
- Reviewing contact
- Contact profile
- Creating related entries
- Editing and deleting
- QR code of the contact
- Merge contacts into one
- Contact persons
- Importing contacts
Module Contacts helps to manage clients accounts and all their history effectively.
Choose module Contacts to see clients list:
Use field Search to find a specific contact. Use filters to see narrower list:
- Go to the list and select New contact;
- Fill in the information, fields marked * are mandatory:
- Identify, if it is legal person or individual person.
- If you enter company name or company code, select this button to upload customers information from Rekvizitai.lt:
- After entering details, select Save or Save and create contact in case you would like to identify contact person.
- After saving, you will see Contact profile.
To review contact, press on contact title:
You will see contact profile and all related information:
In contact profile you can enter:
- Contact profile details;
- Billing and Shipping addresses;
- Contact persons;
- Responsible users;
Also, you can see all the entries related to a contact:
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 module Tasks.
To create a related task, also use this button:
In order to edit or delete contact, use Options menu on the right side.
Also, you can choose review and select Actions.
To make a contact on your phone, hover over the QR code icon in the left corner:
The QR code will appear on the screen. Scan it and a contact will be created automatically on your phone.
Select the contacts you want to merge into one:
Select the check box next to Merge and select the contact that is the primary entry:
For a contact that has been selected as the primary, all entries remain, and the fields not entered are filled in with the previously marked contact data:
In the system you can describe contact person related to a contact:
In order to review contact person, go to customer profile or select Contact persons:
You will see a list of contacts:
To assign contact person to another customer, select contact person and press on field Contact. Select contact to which you would like to assign contact person and press Save:
To see contacts on the map, tap Contacts > Map:
To filter contacts on the map, click on the filter button to the right:
System admins can import contacts to Hanna CRM. Click this button:
Select a file:
Map values and press Import:
Contact group, Contact type and Activities settings are available here.