CRM Manager Contacts
Table Of Contents
The Contacts tab provides a central location for searching and viewing contact information linked to customers, suppliers and users.
It is particularly useful when you need to find a contact using details such as a telephone number or email address, as these search options are not available on the standard [ Customer | List ] screen.
You can open the Contacts screen by:
- Typing CALL into the Command Window, or
- Clicking the Contacts icon from the Command Window toolbar
For information about the Other Actions menu, press F9 or click the drop-down arrow and see CRM Manager Other Actions Menu.
Contacts Screen Layout
The Contacts tab is divided into three areas:
- Filters
- Contacts Grid
- Contact Information Notes
Filters
The filter section allows you to quickly locate contacts using a range of criteria.
All filters use Khaos Control's traffic light filtering functionality.
URN
Filter by the company's Unique Reference Number (URN).
Preferred Contacts
Tick Preferred Contacts to display only contacts marked as the preferred contact on the [ Customer | Address ] screen.
Company
Filter by the company name.
Surname
Filter by the contact's surname.
Forename
Filter by the contact's forename.
Office Phone
Filter using the contact's office telephone number.
Note: This searches the contact's telephone number, not the company's main telephone number.
Mobile Phone
Filter using the contact's mobile number.
Filter using the contact's email address.
Note: This searches the individual contact's email address, not the company's general email address.
Wildcard Searching
You can use the % wildcard character in any filter field to broaden your search and display matching contact records.
Contacts Grid
The grid displays the contacts that match the selected filters.
URN
Displays the company's Unique Reference Number.
Company
Displays the company name.
Surname
Displays the contact's surname.
Forename
Displays the contact's forename.
Office Phone
Displays the contact's office telephone number.
Mobile Phone
Displays the contact's mobile telephone number.
Displays the contact's email address.
Read-Only Fields
Fields displayed in dark grey are read-only and cannot be edited from this screen.
Contacts Grid Context Menu
Right-click within the grid to access additional options.
Go To Company
Opens the selected company's [ Customer | Detail | General ] screen.
This allows you to quickly access the full customer record from the contact list.
Anonymise Selected Companies
Users with the appropriate permissions can anonymise selected company records.
This is typically used when managing data retention or GDPR requirements.
Clear Selection
Removes the current selection from the grid.
Contact Information Notes
The lower section of the screen displays additional information for the selected contact.
This information is taken from the Contact Details for Selected Address notes field on the:
As you move between contacts in the grid, the notes section updates to display the information stored against the selected contact.
Tips
- Use telephone numbers or email addresses to quickly locate contacts when customer details are unknown.
- Use the Preferred Contacts filter when looking for the main contact at a company.
- Combine multiple filters to narrow down search results.
- Use the Go To Company option to access the full customer record directly from the Contacts screen.