You can find your customer contacts at the customer card or in the customer contacts list.

In the contact list, you can use filters to sort out what to view on this list. You can change details, edit tags or move contacts to another customer by clicking the three dots of the customer and choosing your action.

Click on + to add a customer contact

or

Change the details of a customer by clicking the three dots to the far right of the customer and then 'Edit', change the information, and 'Save'.

Click on a contact to view more details and add Events, Relations and Tags to the contact.

Edit tags to the contact by clicking the three dots to the far right of the customer, type your tag and click 'Save'

You can import customer contacts from emails. By connecting your email to Cinode and specifying a customer's domain, you can easily import contacts with the "Import Customer Contact" option.

Start by checking the settings under "your account and synced accounts" so you have activated the ability to get access to customer contacts.

Move contacts from one customer to another customer by clicking the three dots on the far right of the customer and then 'Move', change the information, and 'Save'

Once the customer contact is moved, it will become inactive for the originating customer.

You can set up relations between customer contacts and employees in your company to indicate in what way they know each other.

Simply click Relations to choose an employee and a relation.

Use the tag filter to view certain customers. Click 'Export' to export details about these customers.