Organizing Your Contacts

The Contact Manager enables you to keep all of your contacts organized and instantly accessible. In addition, you may decide the way you organize your contacts, and you can use the search feature to find them quickly.
 
Decide Which Contacts You Would Like to View
  1. Click on the Company Contacts button from the Intranet home.
  2. From the Contact Manager page, select the view you would like: Companies Only, Persons Only, or, Show All.
Creating Contacts
  1. Click Company Contacts from the toolbar.
  2. Click Create Contact
  3. Fill in the fields of the form provided.
  4. Click Save. The contact list is updated.

Deleting Contacts

  1. Select the type of contacts you would like to view: Companies Only, Persons Only, or, Show All.
  2. Click the box beside the contact(s) you would like to delete.
  3. Click on Delete Selected Contact(s).

Searching for Contacts

  1. In the search field on the top toolbar, type in the contact information you would like to find. You may search using any of the contact information you have available, including personal names, company names, or telephone numbers.
  2. Click on Contacts next to the search field on the toolbar. All relevant findings are displayed.

 


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