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Searching for contacts

Contacts can be looked for via Image s_CRM / Image z_Contacts. There, a search tool very similar to the one in a Search Client Page (except that a drop-down menu allows to filter search by clients or prospects or both of them) provides several search criteria :

Figure 7.58: Looking for clients and prospects whose name begins by 'S' inside the contact database.

Prospects appear there in a light mauve background while regular clients appear in a grey one.

A click on a client/prospect name displays in a pop-up windows her/his personal information. General information is featured such as city, zip, phone numbers... is featured ; also, if there is any, the next action that as to be done for her/him.

The salesperson in charge for each contact, if s/he exists, is also featured.

As for buttons at the right, they allow to :


next up previous
Next: Creating contact lists Up: Contact managing Previous: Upgrading a prospect