CRM Contacts
A contact is a person associated with a client - e.g., a company employee, project manager, or contact person. A single client can have multiple contacts.
Contact Data
- First and last name
- Position
- Email, phone, mobile phone
- Address (street, postal code, city, country)
- Website
- Description and notes
Link to Client
A contact is assigned to a client. One of the contacts can be marked as the primary contact of the client - they are then displayed on the client card.
If a contact doesn’t have an address filled in, the system uses the client’s address.
Contact Types
- Buyer - a contact on the buyer’s side
- Supplier - a contact on the supplier’s side
Associations
From the contact view you can see:
- Emails sent/received to the contact’s address
- VoIP calls
- Deals linked to the contact
- Notes
- Chat conversations
- Documents
Merging Contacts
When duplicate contacts exist within a client, they can be merged. The system detects duplicates by email and phone number.
External ID
A contact can have an external_id for synchronization with external systems.
Search
Contacts can be searched by first name, last name, email, company, and description. The search engine supports beginning-of-word matching.