The list of people
Here's an introductory article about contacts, in addition to an article on companies and how to add, modify and delete them, if needed. Now let's take a look at the list of people.
The list of people can be filtered by managers, types (clients, suppliers, and representatives), tags, categories, and projects, but also job titles, locations and so on (click on the three dots for additional filters). Sorting can be done by name, address and activity date. The filtered list can easily be bookmarked or saved as a default view to find essential information quickly without having to filter the view each time.
To display people of the same category you can also click on the category symbol or select the category from the filter bar.
If you select at least one person, an additional toolbar will appear. These enable you to assign an account manager, tag, category, etc. This is how you can also access export options.
If you move the cursor to the name line, a plus sign will appear, that allows you to add a new task linked to that person.
When you click on the icon in front of the person name the modify view is displayed.
Clicking on the person name displays the person view.
To add multiple tasks or task bundles each linked to a selected person, select the necessary people and click on New task or Add task bundle on the additional filters toolbar.
Clicking on the activity date opens the modify view of the planned or last activity.
Position the cursor on the date and a preview of the activity is displayed.
Here's an article on how to add, modify and delete people from your database.
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