The actions in the [Contacts] section
Show duplicate contacts
The [Show duplicate contacts] action opens an additional page that contains all possible duplicates of contacts. After the duplicates search is completed, records are added on the page automatically. Read more >>>
Show on map
This action shows the location of selected contacts on a map. Launching the action opens a window that displays contacts selected in the list. If the address is not filled in for all selected contacts, the action will not be performed. If the address is not filled in for some contacts or filled in incorrectly, then the corresponding information will be shown in the opened window.
Note
You can select multiple contacts in the section using the [Select multiple records] action.
Update with social networks data
This option is for populating the contact's page with additional information from Facebook. Read more >>>
Synchronize with Google Contacts
This action is for synchronizing bpm’online sales with Google Contacts. Read more >>>
Set up Google synchronization
This action is available in the actions menu of the [Contacts] section. It sets up the integration between the Google Contacts and bpm’online sales contacts. When you start this action, a setup window will open. Read more >>>
Synchronize with Contacts in Exchange
The action is displayed in the actions menu if the Microsoft Exchange email provider is added to the system. The action is available if a MS Exchange account is set up in bpm’online sales. It is used for synchronizing bpm’online sales with MS Exchange. Read more >>>
Actions when saving a record
When you save a record, additional actions are available.
Duplicates search when saving a record
When you save a contact, a duplicates search page might open. It means that this record might be already registered in the system.
You can edit the new record or indicate that the records found are not duplicates of the new record being saved.
| Contact’s dossier | This displays the summarized information about the contact person. The table contains a list of communication options and addresses of the contact as well as the history of interaction with it. This print option is available on the contact's page in the [Print] menu. |
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