Contacts¶
See also:
From CRM / Contacts section you can manage various list of contacts/clients using the following options:
- Import a .xls format file according to the template
- Add manually contact details (click on New contact)
- Search by various criteria
Contacts options¶
By clicking on the name of a contact in the list, the following options are available:
- Add / view quick notes: Quick notes / Add a quick note
- View Latest issues history associated with the contact
- View Latest calls history of the contact
Available in other languages: RO
Go to top