The contacts list view
Data records in the contacts list view are colored by their attributive contact type.
black font | contact type customer and/or manufacturer |
blue font | contact type supplier |
red font | contact type prospective |
orange font | contact type staff |
grey font | contact is blocked |
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Contact list view with colored entries |
The following functions are available in the icon bar.
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Show all data records (related to the filters that are set) |
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Show only the selected data records |
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Add a new contact |
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Copy an existing contact |
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Delete a contact |
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Opens the changelog for administrators (User right required) |
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Assign a contact folder |
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Set uniform variants (parameters) for a selection of contacts |
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Customer special price templates |
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Reassign data to another contact |
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Show projects – Opens the project list with all project documents of a customer marked in the contact list. |
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Serial mail assistant |
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Diveres print reports / Open the print report designer |
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Export the list view to Excel |