185 lines
16 KiB
Plaintext
185 lines
16 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Keeping contacts up-to-date";
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MetaKeyWords = "CRM, organize contacts, filter, contact type, edit contact, customer database";
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MetaDescription = "CRM. Maintain your customer database to communicate more efficiently.";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Importing from Other Sources";
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guides.TitleVideo = "Share your documents with colleagues";
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guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Docs or Box.net?";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter">
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<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">Keeping contacts up-to-date</h1>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-crm/onlyoffice-crm.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/customer-database/customer-database.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/filter-data/filter-data.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/filter-bar/filter-bar.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/change-photo/change-photo.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access/restrict-access.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/set-priority/set-priority.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/add-tag/add-tag.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/delete-contact/delete-contact.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/contact-types/contact-types.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access-to-contacts/restrict-access-to-contacts.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/edit-contact/edit-contact.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/contacts/contacts.ascx" /></li>
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</ul>
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</div>
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<div class="video_ground video_trips">
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<h2 id="introduction">Introduction</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>An effective well-organized customer database enables you to communicate better with your customers and increase your sales. This guide will show you how to maintain your customer database: arrange and update the available contact information.</p>
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</div>
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</div>
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</div>
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<h2 id="step1"><span class="style_step">Step 1. </span>Access the CRM</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Enter your <b>ONLYOFFICE</b> portal and click the <b>CRM</b> link.</p>
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</div>
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<div class="screen_block">
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<img alt="How to keep your contacts up-to-date? Step 1" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide24/step1.png")%>" />
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<img alt="How to keep your contacts up-to-date? Step 1" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide48/step1.png")%>" />
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<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>In case you have already logged in to the portal and been using it for some time, to access the <b>CRM</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
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</div>
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</div>
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<h2 id="step2"><span class="style_step">Step 2. </span>Filter your database information</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Your customer database can include as many contacts as you wish whether your customers are big companies or single individuals.</p>
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<p>By default, all the available companies and persons are displayed in the <b>Contacts</b> list. To find a necessary contact make use of our filter at the top of the list.</p>
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<p>Click the <img alt="Plus button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/FilterIcon.png")%>" /> button and select one of the options:</p>
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<ul>
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<li><b>MANAGER</b> is used to display the contacts assigned to <b>you</b> or to any other CRM <b>user</b>;</li>
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<li><b>CREATION DATE</b> is used to display the contacts with the creation date within the specified period of time: <b>Last month</b>, <b>Yesterday</b>, <b>Today</b>, <b>This month</b> or any other <b>custom</b> period;</li>
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<li><b>ACCESSIBILITY</b> is used to display all <b>public</b> or <b>restricted</b> contacts;</li>
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<li><b>SHOW</b> is used to display all <b>companies</b> or all <b>persons</b> only, or show the contacts <b>with opportunities</b>;</li>
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<li><b>TEMPERATURE LEVEL</b> is used to display the contacts of a certain temperature level only. The default levels are: <b>cold</b>, <b>warm</b> or <b>hot</b>;</li>
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<li><b>CONTACT TYPES</b> is used to display the contacts of a certain type only. The default types are: <b>Client</b>, <b>Competitor</b>, <b>Partner</b>, <b>Supplier</b>;</li>
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<li><b>WITH TAG</b> is used to display the contacts with a specified tag only.</li>
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</ul>
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<p>You can also enter a contact name, entirely or partially, in the <b>Filter</b> field and press the <b>Enter</b> key to find the necessary one. To facilitate the search use the <b>wildcards</b>:</p>
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<ul>
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<li>use the question mark <b>?</b> to perform the single-character wildcard search. For example, when you use the <em>Sm?th</em> query, it will return results for <em>Smith</em> and <em>Smyth</em>.</li>
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<li>use the asterisk <b>*</b> to perform the multiple-character wildcard search. For example, to search for all the words beginning with O, use the <em>O*</em> query</li>
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<li>use the tilde <b>~</b> at the end of the word to search for the words similar in spelling.</li>
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</ul>
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</div>
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<div class="screen_block">
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<img alt="How to keep your contacts up-to-date? Step 2" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide38/step2.png")%>" />
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<img alt="How to keep your contacts up-to-date? Step 2" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide38/step2.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>When the necessary contact is located click its title to open the contact information page.</p>
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</div>
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</div>
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<h2 id="step3"><span class="style_step">Step 3. </span>Choose a picture for your contact</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Adding an image for your contact - photos or company logo - makes it easier to recognize your contacts. To add/change a picture click the <b>Change photo</b> link below the image area. The <b>Choose a profile photo</b> window will open.</p>
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<p>If you wish to upload a picture from PC click the <b>Browse</b> button, locate a desired picture stored on your hard disk drive and double-click it to load.</p>
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<div class="notehelp">
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You can upload an image not larger than <b>200x300 pixels</b>, otherwise resizing will take place. The maximum image size cannot exceed <b>1 MB</b>.
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</div>
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<p>If you previously filled the social network user field in the contact profile the images from the social networks will be displayed in the <b>Choose a profile photo</b> window. Click the one you wish to use for a contact.</p>
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</div>
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<div class="screen_block">
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<img alt="How to keep your contacts up-to-date? Step 3" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide38/step3.png")%>" />
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<img alt="How to keep your contacts up-to-date? Step 3" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide38/step3.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>To remove a picture click the <b>Change photo</b> link and in the opened <b>Choose a profile photo</b> window select the default image.</p>
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</div>
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</div>
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<h2 id="step4"><span class="style_step">Step 4.</span> Update the existing contact information</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>The problem that many companies face with customer database is the outdated and <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-crm-duplicate-contacts.aspx")%>">duplicated</a> information. The improper and incorrect data might cause you to waste time and money.</p>
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<p>To update the selected contact information click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the contact name and select the <b>Edit contact</b> option from the drop-down list.</p>
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<p>The <b>Edit person/company</b> page will open. Here you can:</p>
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<ul>
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<li><p><b>modify the available information</b>
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<br />The available data are: first name, last name, company name, position, email, phone, web site/social network, address, description.</p></li>
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<li><p><b>delete the unnecessary data</b>
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<br />Use the <img alt="Delete icon - recycle bin" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide38/delete.png")%>" /> icon next to the unnecessary field to delete it.</p></li>
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<li><p><b>set the information priority</b>
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<br />Use the <img alt="Primary icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide38/primary.png")%>" /> icon next to the field to mark it as primary. This information will be displayed in the general contact list.</p></li>
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<li><p><b>enter the additional information</b>
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<br />Click the corresponding <img alt="Add icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide38/add.png")%>" /> icon or add the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">user fields</a> to add some more information about your contact.</p></li>
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</ul>
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</div>
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<div class="screen_block">
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<img alt="How to keep your contacts up-to-date? Step 4" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide38/step4.png")%>" />
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<img alt="How to keep your contacts up-to-date? Step 4" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide38/step4.png")%>" />
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<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>To save the changes you made click the <b>Save Changes</b> button.</p>
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</div>
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</div>
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<h2 id="step5"><span class="style_step">Step 5. </span>Arrange your contacts</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>Arranging your contacts into groups will help you create marketing campaigns, track your contacts and simply facilitate the contact search process. In order to arrange your contacts you can divide them into <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-contact-types.aspx")%>">types</a>, set an appropriate <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-temperature-levels.aspx")%>">temperature level</a> and add tags.</p>
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<p>To tag your contact click the <b>Add Tag</b> link in the <b>General Information</b> section of the contact profile page. Select one of the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-tags.aspx")%>">available tags</a>, if present or enter a tag you need and click the <b>OK</b> button to confirm it.</p>
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</div>
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<div class="screen_block">
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<img alt="How to keep your contacts up-to-date? Step 5" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide38/step5.png")%>" />
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<img alt="How to keep your contacts up-to-date? Step 5" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide38/step5.png")%>" />
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<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<div class="notehelp">If this contact is linked with some other contacts presented in the <b>Contacts</b> list, you will be offered to add this tag to them as well. Add it to all the linked contacts or to the current one only clicking the appropriate button in the opened dialog window.</div>
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<p>In the same way you can add as many tags as you wish.</p>
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<p>To delete an unnecessary tag point to it and click the <img alt="Delete tag icon - cross" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/guides/small/guide38/cross.png")%>" /> icon that appears to the right.</p>
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</div>
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</div>
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<h2 id="step6"><span class="style_step">Step 6. </span>Delete your contacts</h2>
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<div class="block_of_step">
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<div class="screen_text">
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<p>If you need to remove an old customer from your system, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the contact name and select the <b>Delete contact</b> option from the drop-down list. </p>
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<div class="notehelp">
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The <b>Delete company/person</b> action cannot be undone.
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</div>
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</div>
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<div class="screen_block">
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<img alt="How to keep your contacts up-to-date? Step 6" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide38/step6.png")%>" />
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<img alt="How to keep your contacts up-to-date? Step 6" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide38/step6.png")%>" />
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<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="screen_text">
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<p>The selected contact with all the associated information will be removed from your system.</p>
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</div>
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</div>
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</div>
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