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.
Custom contacts are contacts that have been created by you or by members of your team.
Custom contacts can be edited by any team member.
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
Editing a Custom Contact
Click “Edit” to start editing a contact. Click “Save” to save your changes.
The Contact Details Page
The contact details page comprises of three sections:
Contact Details shows all available information about a contact.
You can add the contact to multiple campaigns by clicking “Add to campaign(s)+”.
You can send an Email directly from the app by clicking “Send email”
For custom contacts you are able to see a created by and last modified by timestamp.
The campaign history card shows all campaign the contact currently is assigned to. The table also shows details about the level of interest, member status updated and date teaser sent.
The tasks section shows all tasks and history related to the contact.
You can create a new task by clicking “New +”.
You can filter tasks by Team member and/or campaign.
Mobile Contacts page
Due to the limited screen size of mobile devices, the advinda mobile user interface looks slightly different than the desktop version:
iOS
You can navigate between advinda and custom contacts using the bottom bar. Commands can be found at the top.
Android
You can navigate between advinda and custom contacts using the top bar. Commands can be found at the bottom.
