CRM

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

1. Chose the path CRM / Contacts / Filter contacts. Search the relation you want to find (click here to read more about searching).

2. When you found the contact, a screen appears with three sub-screens, (click here to read more about editing the other sub-screens)

3. When you click on the notice you want to read, you will see a couple of columns, which shows the most important information of that notice.

4. To add a notice, click.

5. You see the following screen appear:

6. Below the different parts of this screen will be explained:


Using this textfield you can add a title which belongs to the notice. It's advisable to make a short summary of the notice.


Using this textfield you can add all information belonging to this action, like copying emails, summaries of calls or tasks.


Using this so-called drop-down menu you can choose who's regarding this notice.


This menu has a close relation with the menu above. Choose here excactly about which contact this notice is.


Using this field you can define the priority of this notice.


Using this field  you can define the status of this notice. Here it's possible to mark whether a task is ready of  not.


To make sure the follow up will not be too late, you can add a deadline to the notice.

In this field you can add a deadline to your notice. This can be very easy done by clicking the field, the date on which the task expires the deadline will be saved.

7. After finishing adding your notice, click    to save it.