Contacts

This user guide instructs how to access the Contacts view in Netvisor.

You can open the Contacts view by selecting Sales > Customers > Customer listing > Contacts.

The Contacts view lists the contacts that have been saved to the customer card.

You can drill down to the customer card from the listing via the pencil icon next to the customer's name.

You can add a contact to the customer by opening the customer card, selecting the Customer overview tab and then selecting the "Add new contact" link in the top right corner of the view.

Mandatory information must be filled in, other information is optional.

Step-by-step instructions

Navigating to the Contacts view

1. Select Sales from the top menu.
2. Select Customers.
3. Select Customer listing.
4. Select the Contacts tab.

Drilling down to the customer card from the Contacts view

1. Find the desired contact in the listing.
2. Select the pencil icon next to the customer's name.

Adding a contact from the customer card

1. Open the customer card by selecting the desired customer.
2. Select the Customer overview tab.
3. Select the "Add new contact" link in the top right corner of the view.
4. Fill in all mandatory information.
5. Optionally, fill in the non-mandatory information.
6. Save the contact.

Frequently asked questions

Question: Where can I find the Contacts view in Netvisor?

Answer: The Contacts view can be found by selecting Sales > Customers > Customer listing > Contacts.

Question: How do I access the customer card from the Contacts view?

Answer: You can access the customer card by selecting the pencil icon next to the customer's name in the Contacts listing.

Question: How do I add a new contact for a customer?

Answer: Open the customer card, select the Customer overview tab and then select the "Add new contact" link in the top right corner.

Question: Which contact details are mandatory?

Answer: Mandatory information must be filled in when adding a contact; other information is optional.

Keywords

Netvisor, Sales, Customers, Customer listing, Contacts, customer card, Customer overview, Add new contact, mandatory information, optional information

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