{"id":1045,"date":"2023-04-12T13:00:47","date_gmt":"2023-04-12T10:00:47","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/customer-relationship-management-crm\/managing-contacts\/"},"modified":"2023-04-24T10:58:37","modified_gmt":"2023-04-24T07:58:37","slug":"managing-contacts","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/managing-contacts\/","title":{"rendered":"Managing Contacts"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Managing contacts on Akaunting allows you to add notes and schedules, send Emails, and view activity logs of contacts in your CRM. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131453\/contact-list-1024x576.png\" alt=\"Contacts list\" class=\"wp-image-1050\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131453\/contact-list-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131453\/contact-list-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131453\/contact-list-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131453\/contact-list-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131453\/contact-list.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">To manage contacts:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131337\/contact-show.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Contacts<\/strong> from the dropdown options to access the Contacts Page<\/li>\n\n\n\n<li>Click a Contact to see the Contact Detail page.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>You can hover over a<strong> <\/strong>contact to reveal the <strong>Show<\/strong>, <strong>Edit<\/strong>, and <strong>Delete <\/strong>options. Ticking the checkboxes allows you to take bulk actions such as Enable, Disable, or Delete a Contact.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131400\/hover-bulk-action-1024x576.png\" alt=\"\" class=\"wp-image-1049\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131400\/hover-bulk-action-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131400\/hover-bulk-action-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131400\/hover-bulk-action-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131400\/hover-bulk-action-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12131400\/hover-bulk-action.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Customer Detail Page, You can: Add <strong>Notes <\/strong>and <strong>Schedules<\/strong>, Send <strong>Emails<\/strong>, View <strong>Activity logs<\/strong>, and Create <strong>Tasks<\/strong>.<\/li>\n\n\n\n<li>See a contact&#8217;s Activity log at the bottom of the contact details page.<\/li>\n\n\n\n<li>Click <strong>Edit<\/strong> on the top right corner to update the details of a Contact.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Managing contacts on Akaunting<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1045","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1045","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1045"}],"version-history":[{"count":2,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1045\/revisions"}],"predecessor-version":[{"id":1051,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1045\/revisions\/1051"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1045"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}