Customer contacts in Cinode
Find customer contacts on the customer card or in the contact list.
Information that can be added for a contact:
👥 First & last name
👥 Title
👥 Pronouns
👥 Phone
👥 Comment
Contact 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.
In the bottom at the list, you can choose columns to show and also export the list.
From the list, you can click the phone icon to add a phone call directly from the list.
Click 'Export' to export details about these customers.
Add or edit a customer contact
Click on + to add a customer contact.
Can be done from the list or the customer card.
Quick add in the right corner.
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.
Tags on customer contact
Add a tag by clicking on the + under the name
Edit tags to the contact by clicking the three dots to the far right of the customer, type your tag and click 'Save'. Read more about tags here.
Import customer contact with email sync
Email or calendar sync is needed for this function. Email & Calendar sync
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.
Click on Import contacts
2. If it's the first time adding contacts for a customer you need to add the domain otherwise you can add it under details.
3. Choose which contacts you want to import and click "import contacts".
Move contacts to another customer
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.
How to work with Events for customer contacts
Add an event from the list or the contact card. Click add event or if it's a call click on the phone icon directly.
Customer contact relations
You can set up relations between customer contacts and employees in your company to indicate in what way they know each other.
Click Relations to choose an employee and a relation.
