Contacts - Revision history

Jeff Epperson: /* Search for Aging Contacts */

2015-06-02T16:20:13Z

‎Search for Aging Contacts

2015-06-02T16:19:40Z

2014-06-26T14:31:58Z

2014-06-26T14:31:36Z

2014-06-26T14:30:12Z

2014-01-31T18:37:03Z

2014-01-31T18:36:11Z

2014-01-31T18:34:24Z

2014-01-31T18:29:32Z

2014-01-31T18:26:02Z

@@ Line 25: / Line 25: @@
-== Search for Aging Contacts ==
+== Search for Contacted or Not Contacted Contacts ==
 If you want to see contacts that you either have talked to or haven't talked to within a certain date, use the '''Contacted''' field on the bottom just above MORE.
@@ Line 31: / Line 31: @@
 When using this option, select a date range to pull.  By default, it will pull all contacts that were contacted between those dates.  If you want to see records that weren't contacted during that date range, check the box immediately left labelled "Not".
 This function of the search is here to provide ways of finding subsets of customers that haven't been contacted in awhile.
 == Search Results and Contact Icons ==

← Older revision		Revision as of 16:19, 2 June 2015
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	If exporting contacts, run a search with desired criteria and number of results. Then, click '''Export Contacts''' on the right side to have Callproof create a csv file of the results and email them to the user.		If exporting contacts, run a search with desired criteria and number of results. Then, click '''Export Contacts''' on the right side to have Callproof create a csv file of the results and email them to the user.
		+
		+
		+	== Search for Aging Contacts ==
		+
		+	If you want to see contacts that you either have talked to or haven't talked to within a certain date, use the '''Contacted''' field on the bottom just above MORE.
		+
		+	When using this option, select a date range to pull. By default, it will pull all contacts that were contacted between those dates. If you want to see records that weren't contacted during that date range, check the box immediately left labelled "Not".
		+
		+	This function of the search is here to provide ways of finding subsets of customers that haven't been contacted in awhile.

← Older revision		Revision as of 14:31, 26 June 2014
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−	In CallProof, users can store images in a contact's profile. To do this, simply click on an existing contact and select [[Saving Images with Contacts\|'''Images''']]. Images can also be attached to Event Forms and will show up in the images section of a contact's profile.	+	In CallProof, users can store images in a contact's profile. To do this, simply click on an existing contact and select [[Saving Images with Contacts\|'''Images''']].
		+
		+	Images can also be attached to Event Forms and will show up in the images section of a contact's profile.

← Older revision		Revision as of 14:31, 26 June 2014
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−	In CallProof, users can store images in a contact's profile. To do this, simply click on an existing contact and select [[Saving Images with Contacts\|'''Images''']].	+	In CallProof, users can store images in a contact's profile. To do this, simply click on an existing contact and select [[Saving Images with Contacts\|'''Images''']]. Images can also be attached to Event Forms and will show up in the images section of a contact's profile.

−
−	~~Click Save on the bottom~~

← Older revision		Revision as of 14:30, 26 June 2014
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	Any custom fields created within Callproof will also appear on the edit screen at the bottom just above the Save button.		Any custom fields created within Callproof will also appear on the edit screen at the bottom just above the Save button.

		+
		+	== Adding an Image to a Contact ==
		+
		+
		+	In CallProof, users can store images in a contact's profile. To do this, simply click on an existing contact and select [[Saving Images with Contacts\|'''Images''']].

@@ Line 118: / Line 118: @@
 [[File:contacts_merge2.gif|175px|thumb|right|New Event Form]]
-If a contact if in Callproof more than once or under different names, they can be merged into a single contact.
+If a contact is in Callproof more than once or under different names, they can be merged into a single contact.
 To do this, search for the contacts you wish to merge.

← Older revision		Revision as of 18:36, 31 January 2014
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−	Contacts are ~~your~~ company contacts. ~~From area allows users to see~~, edit, add, and delete contacts.	+	Contacts are company contacts. Users can view, edit, add, and delete contacts. Depending on security settings, sales reps may or may not see contacts that are not assigned to them.

@@ Line 27: / Line 27: @@
 == Search Results and Contact Icons ==
+[[File:Contacts_icons.jpg|175px|thumb|right|Callproof Contacts]]
 Click on the company name, contact name, or address to view or edit a contact.

← Older revision		Revision as of 18:29, 31 January 2014
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	The bottom half of the contacts screen shows search results.		The bottom half of the contacts screen shows search results.

		+	If exporting contacts, run a search with desired criteria and number of results. Then, click '''Export Contacts''' on the right side to have Callproof create a csv file of the results and email them to the user.

@@ Line 51: / Line 51: @@
 == View or Edit a Contact ==
+[[File:Contacts_view-edit.jpg|175px|thumb|right|View and Edit Contact in Callproof]]
 Click on a contact name or company name to view or edit the contact.