Manage Contacts

Manage your contacts by quickly finding the contact overview, communications with the contact, and any affiliations.

In this guide, you can:

• View contacts list

• View a contact

  • Access the contact information

  • View contact overview

  • Edit contact summary

  • View the contact’s stream

  • View the contact’s related objects

View Contacts

• Tap on the More tab on the bottom right corner of the screen

• Tap on Contacts

• This will bring up a list of all Contacts in your Accelo deployment. By default, Inactive contacts are hidden.

  • Filter your contacts by Date Created and Standing

  • Search for a particular contact by searching the Contact Title or ID.

View a Contact

On the Contact screen you can:

• Access the company contact information

  • Tap on the phone icon to call the contact.

  • Tap on the envelope icon to send a message to the contact

• View the contact overview

  • Status = current status of the contact

  • Created = the date the contact was added to Accelo

  • Address = the address saved for the contact. If tapped, will open the Maps app.

  • Primary Company = shows the contact details saved on the primary such as the mobile number, email, address, and website

• Edit the contact summary

  • Tap on the EDIT button to enter or edit the summary

  • Once done entering the summary, tap on SAVE to update the summary

• View the contact’s stream

  • All timeline events related to the contact are shown

  • All activities associated with the contact such as messages, events, requests, sign-offs, call logs, and work logs are shown

• View the contact’s related objects

  • Related objects against the company include:

    • Tasks

    • Sales

    • Projects

    • Tickets

    • Retainers soon

Not yet supported:

• Editing the contact details

• Creating a Contact

• Deleting a Contact