The CONTACTS module helps you manage all your contacts at a click. It enables you to access any information of any contact within seconds.Here you can create or delete any contact, view their information and edit them if you have enough privileges.
Step 1: To create a new contact, click on the CREATE NEW button on the contact page. It will redirect you to a new page.
Legend simplifies the process of managing contacts, by highlighting its important aspects. It is a small line, of different colours, in front of the contact name.
Each colour symbolize some special information about the particular contact.
Red - This colour draws your attention towards some important issues, like projects on hold, balance pending,if any of that contact.
Orange - It indicates that some essential information is missing, i.e., all the details of that contact are not properly filled.
Blue - Blue colour signifies success about all the required projects. It displays project completion and billing status.
Green - This colour shows all the pending projects of the particular contact.
Black - Black colour ensures all the tasks, of that contact, have been dealt with.
By clicking on the arrow (image) in front of the contact name, you can see some basic details of that contact like his address, companies he is related with etc. However full detailed information can be obtained through mouse over. A small window is displayed showing all the essential details such as companies- that contact is associated with, number of his ongoing and pending projects, balance amount etc.
Further if you want to know his company-wise details, you will have to click on the small box, infront of the company's name.
As show in picture, you can view company's short information by Mouse over on the company name of the
For example company's address, balance and project's information can be seen here. You can also view the same company by clicking Blue View() button. You can go to related Accounts(₹) and Project() page also from here.
Existing Company - Just by typing initials, a dropdown list will display all the existing companies of that name.
Create New Company - If you want to attach that contact to a new company, enter details of it.
Both these options will ask for the position of that contact in the particular company. Assign position and click on ATTACH COMPANY button.
Easycloudbooks enables you to add as many companies, to a single contact, as you want. The process to add multiple companies is same as mentioned in above question.
The contact list can be sorted in ascending or descending order either through contact name or through email Id, just by clicking on that field.
This module enables a Centralised Contact Management System. All your contacts are managed through a central hub which can be accessed only by those whom you have authorised. Contacts can be viewed, created or modified only by authorised persons ; however owner gets full access to it.
This module has some upcoming features such as :
Summary View : To elaborate details of business with a particular contact. It will help you to know how important that client is for your firm.
Ratings : By YOU for a Client, By Client for YOU.
Possible Opportunities : To track all the possible business opportunities related to a particular contact.
Yes you can bookmark contacts and filter the contacts only to show bookmarked contacts. This functionality you can use to keep reference of contacts you are currently working on or to keep track of important contacts for faster processing or to keep track of contacts requiring discussion.
Set up Contact Tag in Easycloudbooks to more easily manage contacts which have something in common. You might want to group/tag contacts by ownership, industry, location or some other factor that works for your practice.
Yes, you can tag contacts and you can change multiple tag also.Please watch this video to know more about Conatct Tag.
This video helps you to use Custom Filter in Contacts on EASYCLOUDBOOKS.