Contacts in e-manage|ONE are individuals you work with at a Company Location or Vendor. They are important for lead generation, marketing, and shipping/billing processes. To streamline communication and save costs, collect email addresses for electronic document delivery and utilize the e-manage Web Portal on your mobile device to enter contact information on the go.
Integrating with Microsoft Outlook, e-manage|ONE relies on accurate contact information for efficient communication. Capture two email addresses per contact (work and other) to send documents and conduct bulk email campaigns using Microsoft Word and Mail Merge.
You can also send text messages to customers who agree to be texted. Ensure you collect mobile numbers and carriers whenever possible.
Contacts are associated with the Companies/Company Records they work for, and a contact cannot exist without a corresponding Company Location.
To create contacts in e-manage|ONE:
Access the e-manage|ONE interface or use the mobile-friendly e-manage Web Portal.
Find the desired Company Location under the Companies section.
Add a new contact and provide necessary details.
Save the contact to associate it with the Company Location.
