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. |
|
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. |
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To search for an existing Contact, enter search terms in to the Search Key field and click the Search button.
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You can filter the list of Contacts by Contact List. Multiple classes can be selected.
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You can filter the list of Contacts by Marketing Class. Multiple classes can be selected.
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Double-click on an existing Contact to edit it, or click the New button to create a new Contact.
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Click the button to send an email to the selected Contact(s).
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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:
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Send Email - Send an email to the Contact. (This option is not available if an email address has not been entered for the Contact.)
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New Opportunity - Create a new Opportunity for the Contact.
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New Activity - Create a new Activity for the Contact.
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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.)
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Selected Items > Merge Letter with List - Create a merge letter to be sent to the selected Contacts.
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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.)