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.

    • Related Articles

    • Persons

      Creating and Managing Persons Details Overview The Persons report is a comprehensive database that stores crucial details about content submitters. This includes their name, email, phone number, and profession. Whether they are writers, artists, or ...

    • Sales Persons

      Managing Salespersons Overview The Sales People Form allows you to efficiently add and manage salesperson details, including names, contact information, roles, and commissions. Accessible under the People tab, this form serves as a centralized hub ...

    • zGantt - Simple Gantt Chart for Zoho Creator - Version 2

      Note: Version 2 is not yet released. If you are using Version 1, please refer to the Version 1 documentation. When Version 2 becomes available, follow Zoho’s Widget Installation and Management Guide for instructions on updating your Gantt Chart setup ...

    • App Settings

      1. Organization Details Overview The Organization Details report allows you to configure and manage essential information about your company. Accessible under the Settings menu, this form serves as a centralized hub for storing key details such as ...

    • Companies

      Creating and Managing Company Details Overview The Company report is a comprehensive database that stores crucial details about a Company. This includes their name, email, phone number, and related information, this report provides a centralized view ...