CRM

In this paragraph you can read more about seraching your relations.

1. Chose the path Intranet / CRM / Filter contacts. The following screen appears:

 

Here you can choose between searching a relation by company or by contactperson. You can change this by clicking on the item you want.



Using this buttons you can choose between choose and detailed search. A detailed search contains more advanced searchoptions, such as search by adress. You can also save your search procedure to make your work more efficient. Read more about (faster) search, click here.

Using this textfield you can type your headword of your search.

Using this button the search starts in your i-Engine database. Your result appears, every relation containing your headword can be opened.

Using this button i-Engine will show you all saved relations in your database. Relations are sorted alphabeticly.

If you found your relations, you can for example add notices (click here), email your contact person (click here) of export to Excel (click here)