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Actionize Tutorial - 4.1 Overview Contacts & Clients © Actionize Inc. 1 Chapter Overview Contacts & Clients Summary This chapter shows what you find on the tab Contacts & Clients. Table of Contents Contacts & Clients – Individuals .............................................................................................. 1 Individuals.............................................................................................................................. 2 Show Contact Overview .......................................................................................................... 2 Biz Card Overview................................................................................................................... 2 Open the Line Menu ............................................................................................................... 3 Organizations ......................................................................................................................... 4 ManualizerStart – Textmarke - nicht löschen Contacts & Clients – Individuals Actionize knows two contact types > Individuals i.e. persons > Organizations i.e. companies

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Page 1: Actionize 4

Actionize Tutorial - 4.1

Overview Contacts & Clients

© Actionize Inc. 1

Chapter Overview Contacts & Clients

Summary This chapter shows what you find on the tab Contacts & Clients.

Table of Contents Contacts & Clients – Individuals .............................................................................................. 1 Individuals.............................................................................................................................. 2 Show Contact Overview .......................................................................................................... 2 Biz Card Overview................................................................................................................... 2 Open the Line Menu ............................................................................................................... 3 Organizations......................................................................................................................... 4

ManualizerStart – Textmarke - nicht löschen

Contacts & Clients – Individuals Actionize knows two contact types

> Individuals i.e. persons

> Organizations i.e. companies

Page 2: Actionize 4

Actionize Tutorial - 4.1

Overview Contacts & Clients

© Actionize Inc. 2

Individuals The list of individuals shows different types of individuals

> My Contact – these are your personal contacts that only you can see

> My Clients – these are your clients

> Project Peers – team members of all the projects on which you collaborate

Show Contact Overview Click on the name to display the most important details of that contact.

Biz Card Overview First you see a biz card type of overview. Click on Contact Details to see...

Page 3: Actionize 4

Actionize Tutorial - 4.1

Overview Contacts & Clients

© Actionize Inc. 3

...the address and the communication details.

Open the Line Menu On all lists you will find the most important functions on a line menu. The line menu shows when you mouse over a line, when you point on it the menu items are displayed.

Page 4: Actionize 4

Actionize Tutorial - 4.1

Overview Contacts & Clients

© Actionize Inc. 4

Organizations On this tab you see the Organizations you have entered.


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