Contacts are a collection of any person you work with at a Company Location. Click here for more information on Contacts.
Contacts are a collection of contact records that have been recently been accessed.
...
Within the e-manage|ONE Go App, the "Contacts" feature simplifies interactions with individuals associated with Company Locations. Explore the following guidance to effectively manage and engage with contact records.
Contact Record Overview
Contacts encompass a compilation of contact records, facilitating seamless communication and collaboration:
Understanding Contacts: Learn how contact records centralize your interactions with individuals at Company Locations.
Selecting a Contact: Access specific contact details by clicking on the contact's name
...
within the list.
...
Filtering by Contact Type
...
: Utilize the three
...
To search click on Search and start typing
Contact Record
...
Select the contact in the list shown above to view the contact record / information
...
-bar icon to categorize contact records by type.
Efficient Searching: Swiftly locate specific contact records using the search function.
...
Exploring Contact Record Functionalities
Delve into the functionalities within each contact record for enhanced engagement:
Record Exploration: Access the details of a contact record to explore its associated Information, Leads, Projects, Documents, and Notes
...
Place a call, text message or email with ease
...
Select Maps for directions / navigation to the company location
...
Add as a favorite by selecting the Star on the top right
...
.
Effortless Communication: Initiate calls, send text messages, or email directly from the contact record.
Navigation Assistance: Utilize the "Maps" feature to receive directions and navigate to the associated company location.
Favoriting Contacts: Mark important contacts as favorites by selecting the star icon.
Create a New Lead: See here for more details on how to create a New Sales Lead directly from the contact window in the mobile app.