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.