3.3 Contacts

Contacts contains the lists of the physical persons with whom relations have been established:

  • account contact persons (customers, partners, or other type);
  • private customers (or potentials) who generally come from a lead conversion;
  • vendor contact persons.

Contacts_VTENEXT_19_10.png

It is preferable to create a new contact from a lead as described above; however it may sometimes be necessary to add a new contact directly. In this case, always click on the create_button.png button

Creating_Contact_VTENEXT_19_10.png

Below some relevant fields in Contacts:

Report to

Link to another contact, e.g. superior in the company.

Do Not Call

Tick the flag if you want the contact to not be called; this is for simple information purposes and is not linked to automatic functions or blocks.

Notification to the owner

If selected, the contact manager is notified by email of any record updates.

User Portal

Enables the contact to access the vtenext Customer Portal (see dedicated chapter): when the contact is saved, the system will send an email with the credentials.

Support Start and End Date

Defines the vtenext Customer Portal access expiry date.

vtenext is equipped with a parallel customer service tool called Customer Portal.

Provides contacts with limited access to Trouble Ticket functions: opening of new Tickets, sharing documents, etc.
To change the template of the email used to send the credentials, go to Settings > Email template > Registration and access data.

ANONYMIZE: in the new release, clicking on the “Other” button provides access to the “Anonymize” option. This feature has been created to manage leads according to GDPR rules. Anonymized Leads and Contacts cannot be restored.


Revision #13
Created Tue, Apr 16, 2019 11:24 AM by Admin
Updated Tue, Mar 16, 2021 2:02 PM by Admin