The GSMtasks Contact database is where you can effectively manage and organize information about your customers and clients
TO VIEW YOUR CONTACT DATABASE
Click on the Contacts on the upper left corner of your screen
In here, you can use search to find contacts and add new ones to do your database. Contacts can be added manually, imported from a file, or saved while creating tasks.
See more articles on how to:
BENEFITS OF THE CONTACT DATABASE
1. Save valuable working time
When creating a new task from the dashboard, waypoint fields can be filled out automatically with the data from your contact database
Just type in part of your contact's name and GSMtasks will suggest available contacts
2. Reap the benefits of GSMtasks Client portal
The GSMtasks Client portal is used to maximize work environment efficiency
You can grant customers access to your GSMtasks account with limited rights and they will be able to create and manage tasks for you
To add clients in the Client portal, they first have to be included in your contact database!
TO DELETE A CONTACT FROM THE DATABASE
To permanently delete a contact from your database, please contact the GSMtasks support team!
You can archive the contacts by clicking on the contact's name and choosing Edit -> Archive
After archiving a contact, it will not show up in the suggestions when filling in the Contact field when creating a task
Hope you found everything you needed!
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