Vedatrak Online Help

Contacts

The Contacts module helps optimally organize contact information for business activities. Within any customer's card, you can easily access data in all linked modules, including completed and planned meetings, documents and correspondence.

Features

• Organized Contacts
  Contacts are defined by type within a customizable set of categories, like Vendor, Customer or Lead, for example.

• Contact Properties
  All contacts have standard properties, like address and phone number. Additional custom properties may be added at your discretion.

• Contact Types
  Associated contacts can be added to any existing contact, called a Parent contact. When working within any contact card, you can see its Parent contact or any nested contacts. The set of contact types is customizable.

• Shared Contact Information
  Each Vedatrak user may access all information and interaction history for any contact.

• Linked Items
  Each contact can be associated with different tasks, correspondence or documents.

Contacts Contents

• Contacts Detail View
• Contacts List View
• Creating New Contacts
• Viewing and Editing Contacts
• Deleting Contacts