We have what you need - check out our features! - Contact us - Follow us in Twitter


Skip to end of metadata
Go to start of metadata

Under Contacts you can store information about partners, customers, suppliers and other affiliates. You can link them to Actions, Requests, Campaigns etc. All Users are also shown on the contacts tab. Each contact belongs to an Account

Companies and contacts

Company refers to client companies or own company (including the group's subsidiaries). Companies can list persons as contacts or assigned client companies related to their activities. Contact information follows through the sale of projects, projects, contracts, and orders made by companies. You can see the company's own contact personnel. See also their job functions and all company-related information, which you can maintain in the Users tab.

Activities related to the contacts and the list and form views are similar to the company's accounts. Contact persons and address information has the primary address as the business address. Secondary address is also useful. You can relate contacts immediately to a company's current by campaigns, appropriate to target groups.

Demo

Accounts & contacts by Sales Executive & Project Manager

List view

When you open the contacts tab you can see the list view of contacts. You can see all the active contacts as default, but you can filter the data by using the filters in the filter section. Each row lists a contact with links to different modules.

  1. Open the contact form for editing by clicking on the "(edit"). Click the contact’s name to open the specified contact’s summary view. That shows more detailed information about the contact and its related items. Set contacts inactive or active by checking one or more contacts’ check boxes and then clicking on "Set active" or "Set inactive". Inactive contacts cannot be linked to actions, requests, etc.
  2. To delete one or more contacts, check their check boxes and click on "Delete selected" in the tools section.
  3. Create a new contact by clicking on the "New contact" link in the tools section.
  4. Export contacts listed in the view to MS Excel by clicking on the "Export to MS Excel" link in the tools section.

Summary view

Open a contact’s summary view by clicking on a contact’s name in the list view or when saving a contact in the form view. In the summary view you can see more detailed information about a single contact.

  1. Open the form view for editing the contact by clicking on the "Edit contact" link. Find links for creating other items in the tools section. By clicking on them, values from the contact are inherited to the new item.
  2. To set a contact as a user, click on the "Set user" link. The user form will open.
  3. View the summary view as a PDF by clicking on the "view PDF" link in the tools section.

Categories

Category name
Description
Contact information
Lists the common fields for the account.
Other information
The free text field for describing the account in detail.
Attachments
Lists the uploaded attachments for the account.
Campaigns
Lists the campaigns the contact is linked to.
Latest actions
Lists the latest actions related to the account. All the related actions can be viewed by clicking on "View all actions".
Latest opportunities
Lists the latest opportunities related to the account. All the related opportunities can be viewed by clicking on "View all opportunities".
Latest requests
Lists the latest requests related to the account. All the related requests can be viewed by clicking on "View all requests".
Latest documents
Lists the latest documents related to the account. All the related documents can be viewed by clicking on "View all documents".
Change history
Lists history for the account based on status, type, name and account owner changes.

Form view

The form view for contacts contains four sub tabs: Contact information, Campaigns, Other information, Attachments and Email notification. Save the contact by clicking on the "Save" link. The "Save as new" link saves the contact as a new item, which is practical when using an existing contact’s information for a new contact.

When you create a new contact, account, or any features using forms and fields, note that the fields are resized according to expected content length. Also, the boxes where all required (mandatory) fields are contained in forms are highlighted in red to make them more visible for the user. This prompts the user to enter information in required fields.

Default fields

PlanMill helps the user create only the correct content and lessens the possibility of mistakes. By indicating that a wrong type of information, the system enables the user to save time and prevent human error.

Using PlanMill Touch
This is particularly handy with a small screen in your mobile devices using PlanMill Touch. In this case entering a wrong email address for example is prevented when sending emails in PlanMill.
Default fields
Description
First name
The first name of the contact.
Last name 
The last name of the contact.
Title
The contact’s title.
Department
The contact’s department.
Account
Each contact must belong to an account. Select an account by clicking on the "Select account" link. 
Mobile phone
The contact’s mobile phone number.
Fax
The contact’s fax number.
Work phone
The contact’s work phone.
Email
The contact’s email address. This email address is used in email campaigns.
Status
Defines if the contact is active or inactive. The status can also be changed in the list view.
Primary address information
The primary address is automatically the account’s billing address.
Secondary address information
Lists the latest documents related to the account. All the related documents can be viewed by clicking on "View all documents".
Campaigns
The contact can be linked to one or more campaigns, select the campaigns in this field.
Other information
A free text field for describing the contact in detail.
Photo
A photo of the contact can be uploaded (GIF, JPG, PNG).
Attachments
Up to 10 attachments can be uploaded for a single contact.
Sending email notification
When sending email notification with an HTML text editor, the user can create the necessary content without limitation.

Labels

crm crm Delete
erp erp Delete
project project Delete
psa psa Delete
sales sales Delete
crmmodule crmmodule Delete
psamodule psamodule Delete
erpmodule erpmodule Delete
projectmodule projectmodule Delete
Enter labels to add to this page:
Please wait 
Looking for a label? Just start typing.