Embedded Files
Your central address book for "prospects, customers, suppliers ..."
Your central address book for "prospects, customers, suppliers ..."
By opening the contacts your favorites will be shown automatically (star in search-box is active)
By opening the contacts your favorites will be shown automatically (star in search-box is active)
Via the "reload" the current search setting is carried out. In addition, there will be a contact comparison with Google Contacts (if this has been activated).
Clicking on a new contact opens the dialog for a contact or a selection of contact variants (the selection depends on the settings assigned to you).
Your administrator can set up contact using the Departmental Administration. Then a lead can be started directly when investing an interested party or a new customer is informed directly about the DSGVO and your order data processing.
Address capture with autocomplete and duplicate check
Address capture with autocomplete and duplicate check
With the registration of the company, the autocomplete shows results from Google Places for transfer to the registration. An address including telephone number and website can be selected using the keyboard.
At the same time, a duplicate search is carried out and shows possible contacts to avoid duplicates.
The targeted finding of contacts takes place via the search field in combination with the contact group filter.
The search for matchcode, customer number, supplier number is case-sensitive. If you do not find anything, you will be searched again for lower case letters and capitalization. (First in -> matchcode, then to -> customer number, to -> supplier number.)
A preceded small p: looks for the following postcode. e.g. p: 3 searches in the postal code area 3 / p: 3,4 searches in the postal code area 3 and 4 / p: 34 searches in the postcode with 34 and so on
A preceded small c: looks only in places, n: looks only in the name and an o: looks only in the organization
Contact overview
Contact overview
Favorites: By opening the address book "Contacts" your favorites will appear. You can activate the favorites selection by clicking on the * in the search field. Then all favorites and including current birthdays are shown:
From the menu to view you have the following options:
Google Contacts synchronization
Open Adminstration to (Industries, Contact Groups, Countries, Terms of Delivery, Terms of Payment)
Export (read contact data in a table.) This is also a data backup.)
Import - The import is a powerful tool. This can be used to create new contacts, existing ones are updated and also operations can be started. You could, for example, Leads to a list of contacts that you have gathered in advance in a table.
Sorting the view
Sorting the view
When opened, the view is sorted by name. You can also sort by Date Created and Date Edited. If you need further sorting you would have to sort the result in the Google spreadsheet (for example to Plz, customer no.
Column name, organization for each contact you can trigger the following actions to the contact
Column name, organization for each contact you can trigger the following actions to the contact
In the course of the conversation to contact show all stored there operations. In addition to the history, there is another deep insight into everything that is documented for the contact (processes: visit reports, call logs, tasks, offers, invoices, projects, ...)
The organizational structure shows all contacts within the organization, sorted by department. There you can also assign further contacts.
You can match your addresses with different sources.
Contact has a parent contact
Contact inherits address from parent contact
If you click on the asterisk, the respective contact becomes your personal favorite. If you click on the same symbol in the search (asterisk) then all your favorites will be displayed.
By pinching you manage to collect a selection of contacts on the pin board.
The pin board
The pin board
The pin board allows you to collect contacts and take actions on the "pinned" ones
The pin board allows you to collect contacts and take actions on the "pinned" ones
The inactive pin board shows the currently pinned contacts.
The inactive pin board shows the currently pinned contacts.
Selection, pinning with this, all currently filtered contacts are pinned
Pin duplicates finds all duplicate contacts via "Name or Organization + E-Mail" and pins them (see also Merge selection ... with active pin board)
Deselect
The active pin board only shows pinned contacts in the view. You can carry out actions on these.
The active pin board only shows pinned contacts in the view. You can carry out actions on these.
Selection, Edit opens all contacts for editing
... start operations starts activities intended for the operation, e.g. a telephone list as ToDo for distribution. The possible activities are workflows that you can design as you need them.
If a contact already has a corresponding process, e.g. a lead, then no further will be launched.
Select Merge merges duplicate contacts. Customers and suppliers are not merged. If you've pinned two contacts, the merge will be done regardless of name, etc., otherwise duplicates will be identified by the name + Organization or Email. If two contacts are pinned, the first remains pinned and the second disappears.
Selection, delete Of course, contacts will only be deleted if you have the authorization and no process for contact is stored.
E-Mail, preferred - activates the preferential delivery of e.g. Invoices by e-mail.
Create Folder creates a Google Drive folder for the contacts.
Folder, rename organization (customer no.) Updates the name of existing folders.
Communication column for each contact, you can trigger the following actions to the contact
Communication column for each contact, you can trigger the following actions to the contact
About the Plus you create a process to contact. This is like over + new only you do not have to search any more contact. The process is automatically stored in the context of the contact.
With a click on the icon business card the business card opens with all phone numbers and further details.
Click the phone number and a call will start (your computer must be set up accordingly)
When you add a contact to a contact, it is subdivided into the contact and inherits optinal change to e.g. the company address. A contact Hierachie allows the organization of a company structure. So you can arrange all contacts to a company or department.
If a XING URL .. it will open XING
If you trigger an e-mail to contact your e-mail system starts. In the process, a blind copy address is adopted in the BCC. The address automatically sends the outgoing e-mail to the shelf (the conversation history) to the contact. Tip: If you have activated CTRL or Command, the BCC address is copied to the clipboard. Then you can use this to forward an e-mail from your mailbox to the BCC address for storage.
Column contact group
Column contact group
By clicking on Plus or an existing group name you can directly edit the group assignment.
Column menu to the line
Column menu to the line
From the contact menu you can delete a single contact. For deleting multiple contacts you use the pin board.
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