Introduction
This is the page where user you can manage the Contacts for corresponding customer accounts in Seamless.
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Prerequisites
In order to access the contacts list, users you should have “View contacts” permission.
The page can be accessed via the “Accounts” → “Contacts” menu option.
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Contact List
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Column
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Description
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Name
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Contact’s name, this field contains First Name and Last Name of the lead
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Related account
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Customer account which relates to the contact
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Mobile
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Phone number of the contact
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Email address of the contact
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Organization
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Organization of the contact
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Action
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Name
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Description
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Create
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User needs to have the “Create contact” permission to see this button.
This button is to open the Create Contact form popup where user can create a new Person or Company Account.
To create a new account, user needs to fill all mandatory information which is marked with asterisk in the form
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Delete
User needs to have the “Delete contact” permission to see this button.
This button is to completely delete a contact. Before processing this action, user needs to confirm via a Confirmation dialog.
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The Contact List provides you some information of the contacts:
Name (by clicking on the Contact Name, you will be redirected to the corresponding https://contemi.atlassian.net/l/c/j1ii1HhH page)
Related account (by clicking on the Related account, you will be redirected to the corresponding Account Details page)
Phone
Email
Organization
In the Contact List table, you can change the column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:
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You can also perform following actions:
Search & Filter
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This provides more search criteria for the Account entity:
Name
Email
Phone
Account
If multiple search criteria are selected/input, the system will combine all the criteria and search for the contacts who have corresponding attributes matching/containing the search values.
More info in https://contemi.atlassian.net/l/c/t6Dm0NAd.