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Contacts
All about the meaning of Contacts should be read in a chapter Contacts Management, the usage of Contacts is written below on this page.
If Contacts and Accounts are entered manually, our advice is, first enter Accounts and then Contacts into Produs IO. In this way a new Contact should be linked up with Account easily. How to enter Accounts manually should be read in a chapter Accounts.
For importing Contacts user do not need to enter Accounts previously.
New Contact
Click New Contact on entry section to enter a new Contact. A new page opens (see page below).
User should enter the data of Contact. If there is more users entering the data, our advise is to agree and define entry standards. In this way all the entered data are uniform. Redundant fields should be left empty or just give us a call and we will remove them.
Most of the fields do not need to be explained in details, for example:
- Surname
Surname is compulsory datum. This field should be filled up in oredr to save the entry.
- Name of Account:
According to Contact select an Account from a list. Click on yellow folder by the field to open an Account list. A new window with existant and saved data in Produs IO opens. Window closes automatically after selection is done.
- Assigned To:
User should be selected from a list in order to be assigned for a Contact. User who enters the record is automatically assumed by the system.
- Refused e-mail:
Kontaktne osebe, ki imajo označeno to možnost ne bodo prejemali e-poštnih sporočil poslanih iz Produs IO.
- Superior:
Here a superior can be selected from a Contact list. Click on yellow folder by the field to open a Contact list. A new window with existant and saved data in produs IO is opened. A window is automatically closed after selection is done.
- Assistant:
Here an Assistant can be entered. V tem primeru ni potrebno, da je bila oseba že prej vnešena med kontakti.
Click Save, to save a record.
Import and export Contacts
Whenever a list of Contacts can be imported on one's own computer. Contacts can also be exported from one's own computer. More about import and export Contacts can be read from manual in a chapter Importing and Exporting Data. Tam se nahajajo tudi podrobna navodila.
