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

ImageFieldReference
Save If you have made any changes you have the choice to 'SAVE'  it. The 'Save' Button just saves what you have entered.
CancelThis will give you an option to allow you to cancel changes that you have commenced entering.
DeleteThis allows you to delete a contact
Send EmailThis allows you to send an email with the fields already pre-populated
Filter

This filter allows you to view

  • All Contacts
  • Active Contacts


All contacts from your cards are listed in this section with the below fields. 

 Show me

Changes can be made though this section by double clicking on the card which will allow to edit and save.

 Show me


See also:

Refer to the "Card Contacts" in particular the explanation of the flags on contacts that control how contacts are used