| Table of Contents | ||||
|---|---|---|---|---|
|
What is a contact?
Account, with whom you communicate on a regular basis can't , i.e., existing CRMContacts home screen
Select Contacts from the main menu.
Filter your view of contacts
You can filter by inactive or active contacts or by owner (in the image above, the list has been filtered by contacts belonging to 'Elizabeth') or via a search on the contact name. More than one filter can be applied at the same time. Filters
| Info |
|---|
To add a new contact, you must have an account open. See Add and delete contacts. |
Find a contact
On the Contacts screen, you can find a particular contact using the filter and search options above the grid or by sorting the list.
Use the Active filter to switch between viewing active and inactive accounts in the list.
Use the Owner filter to display only your contacts or contacts that belong to another user (that you have permissions to view).
Use the Team filter to display contacts allocated to a specific team to which you belong.
Use the Search box to search for a specific contact by name. This performs an is like search on the name column.
Click a column heading to sort data into ascending or descending order.
Filters remain active until you turn them off
Searching
You can search for a contact by name. This performs an 'is like' search on the name column. More about Searching Add new Basic information about the contact, such asTo add a new contact you must have an account open. You do this from the Accounts home screen. For information about how to do this see Adding contacts.
View or modify an existing contact
To view a contact in more detail, or to edit a contact, select the contact name to open a contact record. You can do this from Contacts home or anywhere else in CRM where the contact name appears as an active link.
- Select the contact's name to open the Contact record and view the contact details.
- Make any necessary modifications
- Save and close.
More about contact records
Contact tab
details
Delete a contact
To delete, select anywhere on the row (avoiding any links) so that the whole line turns blue. Then select Delete. If you do not have delete permissions, the delete button may not appear or you may see a message at the top of the screen indicating you do not have permission to delete. You can talk to your administrator about your permissions.
Deleted items can be restored by administrators.
| Note | ||
|---|---|---|
| ||
In older versions of Phocas, deleting a contact also deletes activities associated with it, so you are deleting the entire history of that contact. An alternative is to mark the contact as 'inactive'. |
| title | Related articles |
|---|
, or delete (remove) activities from the contact. Parent account activities (activities relating directly to the account) do not display here. See View and edit activities.
Click Save > Close.