Contacts Tutorial

Overview#

• There are two contact modules:
  • Contacts Viewer lists your staff and the contact people of your customers and suppliers. They are edited in their own modules. QuickEasy staff sometimes call this one Contacts.
  • Contacts holds contacts you create yourself, with labels, roles and links between them.
• For every field and setting, see Contacts.

💡These tutorials explain how to find people in the Contacts Viewer, add and edit contacts, give them labels and roles, link contacts to each other, and set up the labels and roles.

How to Find a Person in the Contacts Viewer#

1. Navigate to the Contacts Viewer.
2. Select All, Customers, Suppliers or Staff, and click View (button).
3. Enter a name in the search block above the list to find the person.
4. To open the customer or supplier, right-click the person and select Open Customer or Open Supplier, or View Customer Summary or View Supplier Summary.

How to Add a Contact#

1. Navigate to Contacts.
2. Click New (button) and fill in the fields, for example:
   • First name, Surname and Known as = Enter the contact's names.
   • Mobile, Telephone and Email = Enter the contact details.
   • Birthday, Address and Website = Enter them if you need them.
3. Add labels and roles (see How to Give a Contact Labels and Roles below).
4. Click Save (button).

How to Give a Contact Labels and Roles#

1. Open the contact.
2. Click Edit (button) next to Labels. Move the labels from Available Labels to Visible Labels and close the popup.
3. Click Edit (button) next to Roles and move the roles from Available Roles to Visible Roles in the same way. A role's datasheet appears on the contact.
4. Click Save (button).

How to Link Contacts#

1. Open the contact.
2. In Linked Contacts, click Add (button).
3. Contact = Select the contact to link, for example, the person's employer or next of kin.
4. Description = Enter the relationship, for example, Spouse.
5. Click Save (button).
6. Note: To open a linked contact, right-click it and select Open Contact.

How to Delete a Contact#

1. Open the contact.
2. Click Delete (button). At Delete Contact?, click Yes.

How to Create Labels#

1. Navigate to Main Menu > Setup > Settings > General (tab) and enter CRM in the search block.
2. Click Edit... in the Value column of CRM > Contact Labels. The Contact Labels popup opens.
3. Click Add (button).
4. Description = Enter the name of the label, for example, Newsletter.
5. Click Save (button).
6. Note: To delete a label, click the three dots (...) on its row and click Yes at Delete Labels?.

How to Create Roles#

1. Navigate to Main Menu > Setup > Settings > General (tab) and enter CRM in the search block.
2. Click Edit... in the Value column of CRM > Contact Roles. The Contact Roles popup opens.
3. Click Add (button).
4. Description = Enter the name of the role, for example, Patient.
5. Data = Select the datasheet the role adds to a contact, for example, Patient. The datasheets are built by QuickEasy.
6. Click Save (button).
7. Note: To delete a role, click the three dots (...) on its row and click Yes at Delete Roles?.