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. 


1
On the Contacts tab, your contacts are listed in alphabetical order using the Last Name.

OnePageCRM | Contacts page | Contacts toggle

2
Toggle the Organization button to view the list of Organizations.

OnePageCRM | Contacts page | Organization toggle

3
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

4
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:

5
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.
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