Contacts

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

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

  • Active Contacts

 

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:

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