Contact management
9 articles
- Contacts: All contacts/persons/companies/partnersContacts in Scopevisio: create personal and company contacts with Creditreform search integration; one contact can hold multiple roles simultaneously.
- Edit contactsEdit contacts in Scopevisio: open a contact from the overview and navigate to previous or next entries using the arrow buttons in the toolbar.
- Filter contactsFilter the contact overview in Scopevisio using contact lists and table filters to display targeted subsets of contacts or create custom worklists.
- Contact rollersContact roles in Scopevisio: overview of available roles per licence type; sales roles (lead, prospect) are described separately in the Sales chapter.
- CustomersThe Customers form in Scopevisio filters contacts with the Customer role, allowing you to create and maintain detailed customer records with all relevant data.
- Manage exports: Exporting contactsExport contacts from Scopevisio as CSV: use OpenScope > Import & Export to export the full contact list or a filtered selection to a CSV file.
- Assign employeesAssign employees to companies in Scopevisio: link a person to their employer in the contact list – can be done during contact creation or retrospectively.
- Merge duplicatesMerge duplicate contacts in Scopevisio: select two entries in the contact overview and combine them into a single consolidated contact record.
- Contact authorisationsContact authorisations in Scopevisio: set individual access rights for customer and employee data and display the authorisation column in the contact list.