EditPurpose
To view all contacts in a list format.
EditLocations Used
Contacts
EditOverview
When you first log on to SalesdeskSuite, you will see the Contacts page with information from your own contact entry. By default, your name is selected in the box labeled "View as". You can view your contact list from this home page or through the menu selection
Contacts⇒Contact List.
EditView the Contact List
There are two ways to view a list of your contacts in the SalesdeskSuite database:
1. From the SalesdeskSuite home page (Contacts page): Click on the down arrow for the pull-down menu located between the PREV and NEXT buttons. The pull-down menu lists the names of your contacts.
 Contact List |
2. From the main menu bar: Make the menu selection Contacts⇒Contact List from the main menu bar.
 Contact List |
All the column headings on this Contacts page are selectable; if you click on one of them, the list under that heading will be sorted in alphabetical or numerical order and the rest of the columns will be updated accordingly. Click on the heading again to sort in reverse order.
You can perform various operations on your contact list. The following is a brief description of each operation. A more detailed explanation is given in separate sections within Wiki Help for SalesdeskSuite.
a.
To view details of a contact: Click on a name under the Name list displayed on the Contacts page. The Contacts page will be updated with additional information for the selected contact. Refer to the section "Add a New Contact" for more information on the fields displayed.
b.
To email a contact: Click on an address under the Email list on the Contacts page. An email editor window will appear where you can compose your email and send to that contact.
c.
To add a new contact: Click on the
ADD NEW ENTRY button on the Contacts page.
d.
To edit a contact: Choose a contact to edit on the Contacts page in one of the following ways:
1. Click on the edit icon (pencil) for that contact on the list.
2. Click on the name of the contact on the list.
Refer to the section "Add a New Contact" for more information on the fields displayed.
e.
To delete a contact: Choose a contact to edit as described above. Click on the 'DELETE' button at the bottom of the resulting page. You will be asked to confirm this action. Click on 'OK' to proceed; click on 'CANCEL' to discard the request.
You can perform other operations with your contacts by clicking on the link
More Tools. Additional buttons will appear that you can select from: Schedule, Print, Email, Export Contacts, and Import Contacts. Refer to those sections in SalesdeskSuite's Wiki Help for more information on those topics.