FAQ & videos
Contacts
- Guide: can a contact be re-associated with another account?
- Intro to the contacts module
- Guide: create a contact or account
- Guide: edit a contact or account
- Guide: delete a contact or account
- Guide: search for a contact or account
- Guide: filter contacts or accounts
- Guide: export a list of contacts or accounts
- Guide: add a note
- Guide: search the CRM to Enhance a contact’s file
- What format should we use for writing phone numbers ?
- Can I transfer a contact profile field to an account or vice versa ?
- Can we take a picture of a professional card (business card) and automatically upload the information to CentrixOne ?
- How to manage contacts and accounts in CentrixOne CRM?
- What is a primary contact ?
- How do I modify a primary contact ?
- Why do I see the same contact multiple times (duplicates) ?
- Can a contact be in more than one list at the same time ?
- How do I add a new representative ?
- How do I customize the display of information in the contact or account list ? (multi-column)
- How do I create a custom field?
- How do I find a contact’s ID (identifier) ?
- Do we have to respect special characters (accents, hyphens, etc.) during a search ?
- How do I hide a profiling field ?
- How do I move a contact to another list ?
- How do I copy an account and all the contacts associated with this account to another list ?
- Can a contact be linked to several accounts at the same time ?
- How do I add an account number to a contact ?
- How do I unlink a contact from an account ?
- How do I restrict access to contacts so that representatives only see their assigned contacts ?
- What is the purpose of the “relationship” section in a contact card ?
- How do I sort contacts ?
