The Contacts is a feature of Previsto that allows users to manage and organize their contacts efficiently.In contacts, you can add, search, edit or even delete persons(customers, vendors,...) that you deal with in your business. Additionally, our feature offers the option to view the contact list or visualize contacts on a map. Furthermore, our feature allows users to easily create contact groups, making it simple to assign contacts to specific employees or teams, particularly when geographical location is crucial for their workflows.
The Contacts module presents a contact list that includes all your saved contacts. In case the list extends beyond a single page, you will find forward and backward buttons located at the bottom right corner of the list.
Search and Filtering Options
The Contacts module features an enhanced contact list with a search box and two checkboxes for convenient filtering. The search box enables quick retrieval of specific contacts, while the checkboxes allow you to show only customers, include archived contacts, or display both. Additionally, if you click on "Clear filters," it will reset and clear all the applied filters.
Additionally, there is an option to view contacts on the map. With this feature, you can easily visualize customer locations, zoom in and out using the mouse scroll wheel, and cluster contacts based on proximity. As you zoom out, the map intelligently groups contacts, displaying the number of contacts in each area.
Clicking on a contact brings up a window showing their full name and address. Furthermore, a button within the window allows you to access detailed contact information.
Adding a new contact is a simple process using our user-friendly form, which includes the Contact Details section. This section is where you can provide essential information about the contact. It includes fields to define the contact's name, address, phone number, email.
When a contact is clicked, you will be directed to a dedicated page that displays the contact details. On this page, you can choose to "Edit Contact," providing the opportunity to modify and update the contact information as needed.
Additionally, the option to delete the contact is available by clicking on the "Delete contact" button.
The "Contact Group" feature allows users to create customized groups to organize their contacts based on specific criteria. This feature provides the option to group contacts together, whether it's based on a certain geographical area, a specific team, or an individual employee. It also provides a convenient drag-and-drop feature.
Once users have created one or more contact groups, they can easily manage their contacts by dragging and dropping them into the desired group. This intuitive method allows users to rearrange contacts within existing groups or move them between different groups effortlessly.
In the "Group Name" section, you can simply define a name for the Contact Group. This helps categorize and organize contacts, making it easier to manage and identify them within the group.
When editing a Contact Group, you have the option to modify the group name in the "Group Name" section. The process of editing a Contact Group is similar to adding a new group, but with the additional option to delete the group. By clicking on the "Delete group" button, you can remove the entire group.