The Contacts Page
The contacts page of advinda displays all advinda contacts you have access to, as well as all custom contacts created by you and your team:
A click on “advinda contacts” displays a table with all advinda contacts you have access to. The number of results depends on the package were assigned by your teams’ admin.
advinda Contacts cannot be edited, but will be continuously validated .
Note: When searching for a contact you know the name of, search either for their first name or their surname. As those are two separate fields, a combined search is not possible.
Creating a Contact
Click “Add +” to create a custom contact.
When creating a contact, you have the option to create a custom account as well. Simply click on the switch and enter the accounts details. If you want to use an existing account click the account input box and select an account in the popup.
You can enter the following information for you contact:
- Salutation
- First Name (mandatory)
- Last Name (mandatory)
- Title
- Alternative Email
- Phone
- Additional Phone
- Mobile Phone
- Fax
- Street
- Zip code
- City
- State
- Country
The Contact Details Page
The contact details page comprises of three sections:
Mobile Contacts page
Due to the limited screen size of mobile devices, the advinda mobile user interface looks slightly different than the desktop version: