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Contacts - Details

Details View

Details View

To Switch to Details View

1. Click the Contacts button at the top of the screen

2. Select Details in the dropdown menu

Adding Contacts

To Add a Contact

1. From the Contacts button at the top of the screen select New

To Link the Contact to a Company on the database

2. Click the pencil icon at the end of the Company field

3. Enter part of the company name in the search field and press Enter on the keyboard

4. Click the icon at the end of the company name record to add the company into the Contact record

If the Company does not exist on the database

5. Click the Create tab

6. Enter the details of the Company

7. Click the + button to add the Company to the database

Fill in other details for the Contact as necessary

Tagging Contacts

To Tag a Contact

1. Go to the Info & Tags tab within the Contact's record

2. Click the + button at the end of the Tags window on the right hand side

3. Select the appropriate tags to add by clicking on the icon at the end of the tag name

or

4. Enter part of the tag name in the search field at the top and press Enter to filter

5. Click outside the tag list

Searching Contacts

To Search Contacts

1. Press CTRL F on the keyboard

2. Type the criteria into the fields to search on (criteria can be entered into fields on any tab)

3. Press Enter on the keyboard

At the bottom of the screen on the left, it displays how many records found

To search using more than one piece of criteria using OR

4. Press Ctrl F on the keyboard

5. Enter criteria into the first field

6. From the Requests menu at the top of the screen, choose Add New Request

7. In the new blank record, add any further criteria

8. Press Enter

Training Videos:

2. List & Details View

20. Communications

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