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.
Click the Contacts tab to view the Contacts Home page and perform the following operations:
In Zoho Workerly, you can create contacts by:
Note
You can create contacts individually by:
To create contacts individually
Note
To clone contacts
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
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:
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