{"id":1124,"date":"2013-02-06T12:58:09","date_gmt":"2013-02-06T12:58:09","guid":{"rendered":"http:\/\/www.knowledgement.ie\/?p=1124"},"modified":"2013-02-06T12:58:09","modified_gmt":"2013-02-06T12:58:09","slug":"contactsmodule","status":"publish","type":"post","link":"https:\/\/targetintegration.com\/en_gb\/contactsmodule\/","title":{"rendered":"Create and Import Contacts on vtiger\/vt plus"},"content":{"rendered":"
\n

In this blog section, we shall focus on the Contacts Module.<\/span><\/p>\n<\/div>\n

So, who (or what) are Contacts?<\/span><\/p>\n

Contacts are defined as anybody who interacts with your business. This may be a existing, or potential customer, or a useful contact within an organization, that may develop over time.<\/span><\/p>\n

Contacts within vtiger \/ vt.plus are extremely useful in capturing information about a person or organization. \u00a0<\/span><\/p>\n

A Contacts record can be created directly in the system, or when a lead is converted.<\/p>\n

\n

Here are some of the different ways you can create Contacts:<\/span><\/p>\n

1. Click on the Plus [+] button <\/p>\n<\/div>\n

\"Click<\/a><\/p>\n

Fill up the relevant fields, and click ‘Save’<\/p>\n

\"contacts_2\"<\/a><\/p>\n

2. Click on the ‘Import’ icon to import from an existing .CSV <\/p>\n

\"contacts_3\"<\/a><\/p>\n

Upon clicking on the ‘Import Contacts’ button you should see the screen as below:<\/p>\n

\"contacts_4\"<\/a><\/p>\n

\n

vtiger support .csv or .vcf for import of contacts.<\/span><\/p>\n<\/div>\n

Another useful, and important feature is Duplicate record handling.\u00a0If\u00a0there\u00a0are\u00a0<\/wbr>contacts in the file that, upon uploading that \u00a0already exist in the CRM (these may have come in via several different methods) it will detect the duplication;<\/span><\/p>\n

Should this happen, just click on the check box when prompted, then click on the ‘Next’ button.<\/span><\/p>\n

In the screenshot below,\u00a0we map the field from my file to the database:<\/span><\/div>\n

\"contacts_5\"<\/a><\/p>\n

Next, click on the ‘Import’ button, and these contacts will now be available in your contacts home screen.\u00a0<\/span><\/p>\n

(vtplus also allows you to export Contacts to .csv\u00a0file.in<\/a>\u00a0the same way)<\/span><\/p>\n

There are many ways of searching contacts as you can see from the following screen:<\/span><\/p>\n

\"contacts_6\"<\/a><\/p>\n

Although the list view filters the records based on a pre-configured field value, you might need to look-up further to refine your search – \u00a0there are 3 types of search: Basic Search, Advance Search, and Alphabetic Search to sort-out your records quickly, and without fuss.<\/span><\/p>\n

The screenshot below focuses on 3 options – filtering contacts, editing contacts, or deleting contacts:<\/span><\/div>\n

\"contacts_7\"<\/a><\/p>\n

Filtering contacts:<\/strong>\u00a0A Filter provides the ability to pre-configure the search condition based on the filed value to ‘short list’ the records. It also enables you to view the list of records in your desired format.<\/span><\/p>\n

Edit contacts:<\/strong>\u00a0This function allows you to edit all field values of a record. You can also perform a Mass Edit to update the same fields of multiple records in one go.<\/span><\/p>\n

Deleting contacts:<\/strong>\u00a0Unwanted contacts can be deleted from either the list view, or the detail view.<\/span><\/p>\n

Should you have any questions on the above, please feel free to ask us via the ‘Contact Us’ section at\u00a0(http:\/\/www.<\/wbr>targetintegration.com\/<\/a>).<\/span><\/p>","protected":false},"excerpt":{"rendered":"

In this blog section, we shall focus on the Contacts Module. So, who (or what) are Contacts? Contacts are defined…<\/p>","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[60],"class_list":["post-1124","post","type-post","status-publish","hentry","category-article","tag-vtiger-crm"],"acf":[],"yoast_head":"\nCreate and Import Contacts on vtiger\/vt plus -<\/title>\n<meta name=\"description\" content=\"In this blog section, we shall focus on the Contacts Module. 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