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Contacts

All about the meaning of Contacts can be read in a chapter Contacts Management, the instruction of using 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 is linked up with Account easily. How to enter Accounts manually can 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).

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 are left empty or just give us a call and we will remove them.

Most of the fields are simple and do not need to be explained in details, for example:

  • Surname

Surname is obligatory datum. This field has to be filled up in orded 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 select from a list in order to be assigned for a Contact. User who enters the record is assumed by the system automatically.

  • Refused e-mail:

Contacts marked with Refused e-mail will not receive e-mails sent from Produs IO.

  • Superior:

Superior is select 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 opens. A window is automatically closed after selection is done.

  • Assistant:

Assistant should be entered irrespective of being entered previously.

Click Save, to save a record.

Import and export Contacts

A list of Contacts can be imported on and exported from user's computer whenever. More about import and export Contacts can be read from manual in a chapter Importing and Exporting Data. The chapter contains detailed instructions.

  • us/slobase/manual/c_modules/c_contacts.1211807268.txt.gz
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  • uporabnika mgregorc