(A) Set up a new contact in the new project interface or by clicking on Contacts.

(B) Click on the + at top right. Next, choose between a contact or a company. The difference between the two is that there can be several contacts in the same company.

(A) Create a new building in the Buildings section and click on the + at top right.

(B) Name the building and/or enter the address.

(C) Enter the owner of this building.

(D) Add information in the More information section. These can be set in the Contact & Buildings preferences.

(E) The system validates the information and performs a search to reduce the possibility of creating a duplicate.

All changes to supplier and customer requirements can be found below.

(A) For Company, several people appear at the top of the interface.

(B) Enter the company name.

(C) Enter the customer number for reference to an accounting system when exporting information.

(D) Attach a logo if applicable.

(E) Indicate whether supplier, subcontractor or customer.

(F) Add additional information. It is necessary to add the fields in the general project preferences in order to access them in this section.

It's important to enter all contact information so that all data is centralized in one place.

(A) Select contact name.

(B) Enter the contact's last name.

(C) Enter the contact's first name.

(D) Enter the job title.

(E) Enter the customer number (for reference to the accounting system).

(F) Write the company he works for.

(G) Include a description if necessary.

(H) Add a contact photo if you wish.

(I) Choose the contact's category. This is important so that the contact can be found in the right section: contact, employee (of our company), supplier or customer.

(J) Add additional information in the More information section. These can be set in the Contact & Buildings preferences.

The C-Cube platform allows you to integrate a link with your e-mail account to obtain all the details of e-mail dispatches in the Customer Tracking section of a quote, or even at each stage of the project.

(A) Click on the envelope on the right in the customer follow-up section.

(B) Authorize access to your account by following the steps below to integrate your Google account into the interface. You can also use your user profile.

(C) Click on authorize access.

Login to your email account with Gmail or any other provider.

Enter your login details

Next, you need to accept the link between your e-mail account and the Nylas application.

Then click on the two authorizations to be made. That is, allow the application to read e-mails and consult the calendar. Finally, click on Continue.

You can now add your e-mails to your projects.

To access the filters, click on the little funnel in the top right-hand corner. The available filters will then appear according to the section you are in. In addition, an advanced search can be performed using the subsequent filters.

(A) Name.

(B) Type (contact, company, or building).

(C) Subtype (supplier, client or employee).

(D) Each list obtained by applying a filter can be exported to Excel.

It is possible to import a list of customers, buildings and suppliers. To ensure that you have the right information when importing, we recommend that you export a customer using the filters, so that you have the right information for importing.

(A) Press the icon with the upward arrow in the top right-hand corner next to the funnel.