The Contacts section provides a centralized view of all contact records associated with customer accounts. It allows users to review, search, and manage contact information efficiently.
Contacts List
The Contacts list displays key information for each contact, including:
- S.No – Displays the sequential number of the contact.
- Name – Displays the name of the contact.
- Job Title – Displays the contact’s job title or position.
- Account Name – Displays the account associated with the contact.
- Department – Displays the department of the contact.
- Mobile No – Displays the contact’s mobile number.
Searching Contacts
The Search field allows users to quickly locate a specific contact. Enter relevant information such as the contact name, job title, account name, department, or mobile number to filter the contact list.
Viewing Contact Information
Select the required contact record from the Contacts list to access its details. The contact record contains information such as personal details, job information, associated account, location, social profiles, and source information.
Adding Contacts
Click Add Contact to create a new contact. The contact creation screen allows users to enter basic contact details, account information, location, social profiles, and source information.
Sorting Contact Records
The sorting options available in the column headers can be used to organize contact records based on fields such as Name, Job Title, Account Name, Department, and Mobile No.
Exporting Contact Data
The Contacts list provides options to export or print contact information:
- Copy – Copies the displayed contact information.
- CSV – Exports contact data in CSV format.
- Excel – Exports contact data to an Excel file.
- PDF – Generates a PDF version of the contact information.
- Print – Prints the displayed contact information.
Pagination
The contact list displays a defined number of records per page. The pagination controls at the bottom of the list allow users to navigate between pages and access additional contact records.
Contact Management
The Contacts section helps users maintain accurate contact records, associate individuals with the appropriate accounts, and access contact information required for sales and customer relationship activities.