Contacts
Overview
This module allows you to view a list of all contacts to be reviewed for all cards, easier option whenever it is necessary to perform a job that is contact rather than card focused.
Examples of uses:
CRM, you are more interested in the contact people than the card,
Reference
Buttons
Image | Field | Reference |
---|---|---|
Save | If you have made any changes you have the choice to 'SAVE' it. The 'Save' Button just saves what you have entered. | |
Cancel | This will give you an option to allow you to cancel changes that you have commenced entering. | |
Delete | This allows you to delete a contact | |
Send Email | This allows you to send an email with the fields already pre-populated | |
Filter | This filter allows you to view
|
All contacts from your cards are listed in this section with the below fields.
Changes can be made though this section by double clicking on the card which will allow to edit and save.
See also: