Contacts tab (Clients)
By default, in the Contacts tab, you see a list of all contact persons you have in the system with several filters above this list.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
To open a contact person profile, click on its row in the table. To open the profile in edit mode, click the
icon. For details, see the Client contact person profile section.Click the Import or Export buttons to add new contact persons from other sources or export the existing ones. For details, see the Data import and export guide.
If you select the checkbox in the left-hand column, several additional buttons are displayed above the list.
Click the Delete button to erase the contact person from the system. To delete all their personal information, click the
icon and the Erase Personal Data button.You cannot delete several contact persons at once. Therefore, the Delete button is displayed only when one profile is selected.
Click the Send CRM E-mail button to e-mail the selected contact persons. You will be directed to the New E-mail page.
Click the Multiple Change button to make changes to the most important data of one or several contact persons at once. You will be directed to the Client Contact Person – Multiple Change page, which summarizes the information from the contact person(s) profile.