How to use the Contacts tab

In OnePageCRM, you have the option to view all your Contacts and Organizations in alphabetical order through the Contacts tab.

On the Contacts tab, your contacts are listed in alphabetical order using the Last Name.

OnePageCRM | Contacts page | Contacts toggle

Toggle the Organization button to view the list of Organizations.

OnePageCRM | Contacts page | Organization toggle

Filter the Contacts or Organization by the first letter of their name by using the alphabet letters at the top on the left-hand side.

OnePageCRM | Contacts page | Alphabet filter

Click on the email address of any contact to open the message editor and send them a quick email.

OnePageCRM | Contacts page | Contacts toggle | Email address

Notes:

See here how to connect to our Email sync feature.
Alternatively, you can set your default email client to open as well.

Select the phone number of the contact → click on Call → if you are connected to your preferred phone system, the CRM will open it to make the phone call.

OnePageCRM | Contacts page | Contacts toggle | Phone number

Notes:

If Create a note for this call is ticked, you'll have the option to log your call against this contact.
See here how to set up the Click-to-Call feature in the CRM.

How to use the Contacts tab

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