Overview:
Contacts provides a quick way to look at internal and external stakeholders' contact details.
A visual indicator of their physical location is available on the Map tab for those with addresses.
You can set up things like access levels, custom fields, and email preferences in the Options menu.
Address Logic:
Addresses Synchronise to Upvise Companies using the following Logic:
Workbench | Upvise |
|---|---|
Company Name | Name |
Phone | Phone |
GST Number | Tax Number |
Address1 | Street |
Address2 | City |
PostCode | Zipcode |
Address4 | Country |
Screen Guide:
List Tab:
This tab shows existing Contacts or Companies and their basic details. New contacts can be added using the + button, and you can tick the box next to multiple names and use the Message button to draft an email or SMS, or Add To button to add/move them to Groups or Regions. Several other functions can be accessed using the menu button such as import, export, merge, and duplicate detection.
Click on the Name field to see further details or to edit the contact using the pencil icon. You can quickly duplicate similar contacts here and change what is different.
Clicking the Company field will navigate to the linked company details.
Clicking the Email field will prompt you to choose from a blank email or from a list of email templates found in Options → Email Templates. The Phone field will attempt to open Skype to dial the given number.
Map Tab:
This tab provides a visual representation of the location of contacts. They can be sorted by Groups and Regions.
To have the contact show up on the map, select the contact and click the pencil button to begin editing. Find the Address section and populate the Position field with the GPS coordinates. If you do not know the coordinates, you can find them using a service such as Google Maps:
Use the Batch Geocode menu item to refresh the map with newly entered geocoordinates.