Actions bar detail view

The contacts Action bar contains all the functions/actions that can be performed on a contact record. The Actions bar is located at the bottom.

Inhaltsverzeichnis

Send email
Call
Contact
Create
Further actions

Send email

You can use this function to send an emailfrom anywhere in the contact record. If several e-mail addresses are stored, you can select the desired e-mail address using the arrow symbol next to “Write e-mail”.

Call

You can start a call directly from the contact record via Call. The prerequisite for this is booking and setting up the phone module. Use the arrow symbol to select the desired number – click on Call to call the default number.

Contact

Email
Here you can write another e-mail to the selected contact; this will be sent to the stored main
email address.
SMS
If you have stored a cell phone number and your prepaid account has sufficient credit, you can use this function to send an SMS.
Letter
Use this function to create a letter with stored macros to the respective contact.
WhatsApp Web
You can use this function to send a WhatsApp with stored macros to the respective contact. The prerequisite is that a mobile number is stored in the data record.

Create

Activity
You can use this function to manually create activities for the contact record.
Search criterion
Here you can create search criteria for the contact record.
Task
This button allows you to create a task with direct contact record .
Appointment
This button allows you to create an appointment with direct contact link.
Process
This button allows you to create a new process with a direct link to the contact.
Project
Here you can create a project directly from the contact using a project template.
Invoicing
At this point you create invoices, credit notes or subscriptions with faktura .
Resubmission
Use this action to create a reminder for a user.

Further actions

Recalculate fields
This option allows you to reset the formula fields that can be manually overwritten.
Contact data completion form
You can use this function to send your contacts a link to the contact data completion form . The completion can refer to the entire address, the search criteria or both. In this way, you can also have the prospect update only the search criteria if necessary.
Send contact
Use this function to send the contact details of the selected data record as an email attachment. The email composer is opened automatically and the contact data is attached as a “.vcf” file. The recipient can then add this file to their address book (e.g. Outlook, iPhone or Android).
The template for sending is set in the Basic settings >> General >> Sending contact data.
You can of course also create a contact in enterprise yourself from the contact data that you receive by email as a .vcf file. To do this, please click on the attachment in the email you have received. The “Create contacts” dialog opens, where you can check the data once again and then create the contact record with the “Create” button.
Data record rights
Here you can call up the individual data record rights for the opened contact record. Further information can be found here .
Expand worklist
By pressing this button, you can configure your worklist and determine whether the selected data record should be inserted in a new worklist or added to an existing worklist.
Delete contact
Use this function to delete the selected contact.
Duplicate check
You can use this function in the contacts action bar to search your database for duplicates .
Duplicate
Use this function to duplicate the selected contact.
Move activities
Use this function to move the activities from this contact record to another contact record.
Assign property
This allows you to assign a property to the contact on the “Property search” tab under “Manual assignment”.
Faktura
Here you can cancel existing subscriptions directly from the contact record.

Contacts