Client contacts

<< Klicken Sie um die Kapiteleinträge aufzulisten >>

Navigation:  Xpert-Timer Manual > Client management >

Client contacts

In Xpert-Timer one client can have several contacts,especially when it comes to major customers this is often the case.

In the overview of the client management ,on the left side there's a list of all your costumers, on the right side in the tab ''Addresses/Contacts'' you can see all the contacts that belong to this customer.

kundenkontakte

If you want to edit the contact separately, you can display these in the tab ''Contacts" in the list format:

kundenkontakte_listenansicht

 
 
In the tab ''Contacts" you will receive an overview over all your contacts. These can be grouped, sorted and exported in order to further process them.

kundenkontakte_listenansicht_allgemein

 

The contact list gives you many opportunities to group and filter your contacts. You can, for example, create a list in which every contact, that receives a Christmas card, is listed.

kundenkontakte_gefiltert_weihnachtskarte

 

You can save every created view, so that you don't have to renew them every time.

kundenkontakte_gefilterte_ansicht_speichern

In the context menu you have many functions available. Like this you can for example show the address of the customer on a map, send an email directly or call the client via the TAPI-Crossing

kundenkontakte_kontakte_bearbeiten