Contacts Master

All account Contacts recorded in the EXO Business system can be viewed from the Contacts master, which is accessed by selecting Contacts from the Account menu.

Note: To view the Contacts associated with a specific account, view the Contacts tab on that account.

The Contacts master window displays the following details for all Contacts:

Field	Description
First and Last Name	The first and last (family) name of the Contact.
Job Title	The job title of the Contact.
Phone	The primary landline phone number for the Contact.
Email	The email address of the Contact.
Mobile	The primary mobile phone number for the Contact.
Company Name	The company name for the Contact. This will normally default to the company (Debtor, Creditor or Non Account) selected when creating this Contact.

To search for an existing Contact, enter search terms in to the Search Key field and click the Search button.
You can filter the list of Contacts by Contact List. Multiple classes can be selected.
You can filter the list of Contacts by Marketing Class. Multiple classes can be selected.
Double-click on an existing Contact to edit it, or click the New button to create a new Contact.
Click the button to send an email to the selected Contact(s).
Click the button to create and send a Clarity merge letter to the selected Contact(s).

Right-click on a Contact for the following options:

Send Email - Send an email to the Contact. (This option is not available if an email address has not been entered for the Contact.)
New Opportunity - Create a new Opportunity for the Contact.
New Activity - Create a new Activity for the Contact.
Selected Items > Export to Outlook - Export the details of all selected Contacts to Microsoft Outlook. (This option is only available if EXO Business CRM is licensed.)
Selected Items > Merge Letter with List - Create a merge letter to be sent to the selected Contacts.
Selected Items > Add to Contact List - Select a Contact List to add the Contact to. (This option is only available if EXO Business CRM is licensed.)