You are reading the documentation for an outdated Corteza release. 2024.9 is the latest stable Corteza release.

Contacts

The Contacts page is accessible by clicking on the Accounts  Contacts section in the main navigation bar on the top of the screen.

A contact belongs to an account; you can think of them as employees for a specific company that you are allowed to contact.

Adding a new contact

  1. Navigate to the Accounts  Contacts,

  2. click on the + Add button to open the form,

  3. populate the data and press the Save button in the bottom right corner.

The key parts of a contact

A contact has two particular elements that indicate how and if you can contact them:

  • Do Not Call,

  • Email Opt Out.

The agent should check these fields before trying to make any contact.
Personal Data

Here the essential information regarding contacts, such as their name, title, phone, and email are stored.

Contact Address

Here their contact address (if it is necessary to generate any quotes, send packages or dispatch maintainers) are stored.

Contact Twitter Feed

Here you can keep track of the contact’s latest updates via Twitter.

Cases related to this Contact

Here the cases that are related to the contact; either created by the contact, or those which it are responsible for are stored.

Emails

Here, in chronological order, the emails that you have previously sent to the contact are stored. These are usually generated based on cases.

Adding a case for a contact

  1. Navigate to the Accounts  Contacts  select account,

  2. scroll down to the "cases" page block,

  3. click on the + Add button to open the form,

  4. populate the data and press the Save button in the bottom right corner.

Refer to the cases section for additional details.