Create and Manage Contacts
Contacts are people with whom you communicate, either in pursuit of a business opportunity or for personal reasons. In Zoho Workerly, a Contact will represent a Client and raise Job requirements.
The most important function of the contacts module in Zoho Workerly is that they can be used for customers' acquisitions.
Profile Permission Required: Access to the Contacts Tab that includes View, Create, Edit, Share and Delete permissions.
Contacts Home Page
Click the Contacts tab to view the Contacts Home page and perform the following operations:
- The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Contacts, New This Week, New Last Week, Recently Created Contacts, etc.
- Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
- Mass email the contacts by selecting the check boxes corresponding to the records and clicking on the Send Mail button.
- Use the Contact Tools option to perform some common operations to manage contacts. For example mass transfer, mass delete, export contacts, etc.
- Search records by alphabet, by information, or by criteria.
- Filter contacts based on priorities using the advanced filters.
- Print the contacts along with the necessary details.
Create Contacts
In Zoho Workerly, you can create contacts by:
- Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources.
- Importing contacts from external source: You can gather data from various sources, e.g. purchasing contacts database, contacts from different business units, etc. and import the CSV and XLS files into Zoho Workerly.
Note
- Some of the standard fields may not be visible or editable depending on your organization business process.
- In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.
Create Contact Individually
You can create contacts individually by:
- Filling in the details in the contact creation form.
- Cloning the contacts with a few changes in the existing contact details.
To create contacts individually
- In the Contacts module, click New Contact.
- In the Create Contact page, enter the contact details.
- Click Save.
Note
- By default, the person who creates the contact owns it.
-
To change owner, click the Change link in the Contact Owner field from the Contact Details page and select another user.
- Click Save. The record will be saved and it will be listed with the other accounts. You can select it to associate to the contact that you were creating.
- Click Save & Associate to save the new record and also associate it to the contact that you were creating.
- You can use this option to quickly create an account by providing some mandatory information.
To clone contacts
- In the Contacts tab, click a particular contact that you want to be cloned.
- In the Contact Details page, click Clone.
- In the Clone Contact page, modify the required details.
- Click Save.
Work with the Contacts details page
Once you have created a contact, you can view the details of the contact in the record's details page. The details page of a contact presents information related to the contact - for example, clients related to the contact, notes, events, emails and so on - in a single location.
To view the contacts details page
- Click the Contacts module.
- Click the desired record from the Contacts list view.
- You will see the details page of the contact.
- Switch between the Info and Timeline views of the contact's details page.
- Info: Displays the details of the contact
- Timeline: Displays a history of actions performed on the contact's details page.
- View the business card details of the contact.
- Easily Send Mail to the contact or Edit the contact.
- Click the More icon to execute further options such as clone, share, customize business card and so on.
- Scroll down to navigate to all the related lists on the record's details page.
- Access custom links and social links related to the contact.
- View Notes for the contact.
Assign Contact with other Records
You can create a 360-degree view of the contact to display all the associated details, such as jobs, open activities, history of the completed activities, attachments, and notes.
In the Contact Details page, you can update the following:
- Open Activities: To add tasks and events
- Closed Activities: To display all the closed tasks and events
- Attachments: To attach documents and notes
- Notes: To attach notes to the contact.
- Jobs: To add jobs to the client
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