Last modified: August 22, 2019
Estimated reading time: 1 min

All of your company’s contacts will be shown in the People module. Contacts are all natural persons. Since identification information is different for legal and natural persons, all legal persons are listed in the Companies module. In the list view, you will be able to see all contacts entered in the application. Using this view, you can conveniently work with People categories, sort and process the data.

Quick search performs search by the information shown in the columns in this window. In the quick search, enter, for example, Contact name, press the button and you will be shown all Contacts named by this name.

To find doubled contacts (with the same first and last name), press the button “Duplicates”.

If you press the button ‘Search’ on the bottom menu, the Contact form view in the search mode will be enabled. In the search mode, all fields ends with the magnifying glass icon. Search can be carried out by any Contact field. After entering the search criteria, you can press ‘Enter’ or, on the bottom menu, ‘Continue’. The application will find all entries by search criteria and return you to the list view.

Was this article helpful?
Dislike 0
Views: 55