Creating and Managing Contacts Details

Contacts

Creating and Managing Contacts Details


Overview

The Contact report is a comprehensive database that stores crucial details about a Company's contact. This includes their name, email, phone number, and related information, this report provides a centralized view for effective management.

1. Add Contact Details

  1. Fill in the required information in the Contact's Form, including:
    • Name: Enter the person's name.
    • Email: Provide the person's email address details.
    • Mobile Number: Include the person's contact number.
    • Add any additional relevant information.


2. View Contacts Reports

  1. Access the Contacts report to view a list of all companies contacts.
  2. Update contact information as needed by editing the existing entry.
  3. Customize the view by filtering the report based on specific criteria such as name, company, or mobile number.



Additional Tips

  • Ensure accurate details to maintain effective communication.
  • Utilize the Contacts Report to have an overview of all Companies contacts.

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