====== Contact Page ====== ==== Navigating ==== In the Pro.Monitor Cockpit, access the **Customer Manager** by clicking to it on the left menu. Then click on **Contacts** on the corresponding tab in the top navigation bar. ''Note: You must have CRM permissions and the CRM module enabled to access this section.'' ==== Viewing and Filtering ==== - Utilize the **Filter** option to display data based on specific criteria like name, type, or last edit date. - Customize the filter column by clicking the **Column** dropdown and select where the filtre need be apply. - You can also click on colnum header for sorting data ==== Adding a New Contact ==== - Navigate to the **Contacts** tab. - Press the **+** button. - Provide the contact's details: * **Name**: Full name of the contact. * **Company(s) Affiliation**: Select the associated company or companies. * **Role**: Define the contact's role within the company. * **E-mail**: Provide the contact's email address. * **Phone**: Enter the contact's phone number. * **Allowed Login**: Enable if the contact should have login access to the CRM. * **Notes**: Include any pertinent additional notes. - Click **Create** to add the contact to the CRM. ==== Editing Contact ==== - Click the pencil icon next to the name to edit. - The edit dialog will open with the current details. - Update as necessary and click **Save** to confirm the changes. ==== Deleting Contact ==== - Select the desired contact using the adjacent checkbox. - Click the trash bin icon to delete the selected entry from the CRM. ''Note: You can also click on the 3 dot icon of eatch row, then choose **Delete** on the list'' ===== Notes and Tips ===== - Ensure that contact details are frequently updated to maintain accurate and relevant CRM data. - The **Last edit** column is useful for monitoring recent modifications.