We’ve improved the capturing process of new contacts in the OMS. The capturing screens or now easer to read and available functionality have been improved.
Step 1 – selecting your contact type. This is essentially the same as before.
Step 2 – enter contact details. We re-arranged the fields to make it easier to capture.
Step 3 – You can now enter multiple notes with dates on contacts. This is a great feature since there is no limit on the number of notes you can add. You can for instance use this to track progress on a contact (by entering the details and the date of activity). Future dates can also be selected which will become useful in future updates we are planning (global calendar).
Step 4 – Enter categories. Choose the categories you want to link this contact to. By default the ‘office categories’ is unselected, when you select it, the office categories will be shown. Personal and Office categories can be set up in the contacts module.