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(CRM - Customer management)
 
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Topics in overview:

Contact management
Group management
Address import and export
Selection - a central contact management tool
Customer loyalty by means of communication
Email and letter templates
Lead manager
Appointment and task management 
WebConnector: website connectivity
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Related topics:

Adding new contacts | Quicksearch | Multi-function menu | Customer information and management | Detail pages | Reference buttons

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Quicksearch

Use the Quicksearch function to quickly narrow down your list of contacts, e.g. for the purpose of finding a specific contact. This is done by entering a letter sequence that is contained in the contact's first name, last name or company name. The longer the letter sequence, the more the list is narrowed down. 

a) Enter a search term - the content of one of the three data fields for the contact you are searching for.

b) Click the magnifier icon next to the search term.


All contacts with that particular letter combination in one of the three data fields are displayed in the table below.

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