How Are Contacts Set Up in the Address Book?
Contacts in the Programa Address Book are organised using a parent and child setup. The parent contact contains the main details for the contact, while child details represent individual contacts associated with that main contact. This hierarchical structure allows for effective management of both individual and company contacts within your address book.
What Are Tags in the Address Book, and How Do I Use Them?
Tags are a helpful way to organise your contacts. For instance, you can tag suppliers with product categories, price ranges, or sectors. To add a tag, click on a company card, find the tags section, click the "+" button, add your tag name, and save it. You can then search or filter your contacts using these tags.
How Do I Search, Sort, and Filter My Address Book?
To search for a contact or type of contact, simply click the search bar in the top toolbar, enter your search term, and press enter. You can search by company name, individual's name, location, or tag. To sort your address book contacts, click the sort button in the top toolbar and select your sorting criteria.To filter your address book contacts, click the filter icon in the top toolbar, choose your filter type (tag or location), input your criteria, and hit enter.
Do My Address Book Contacts Sync with My Schedules?
Yes, contacts in your Programa Address Book can sync with your schedules. When you add a contact under the "Supplier" type in the address book, you can automatically include these suppliers in the supplier field of your schedule, and vice versa. This bidirectional sync simplifies managing your contacts and schedules.
Your products must have a Supplier linked to them in order to send a quote request. Simply head to the 'Supplier' field, and select your contact from the dropdown menu.
Not seeing your contact in the 'Supplier' dropdown menu?
There needs to be a point of contact linked to your supplier in order for them to appear in the list of contacts shown in the 'Supplier' field.
To do this:
Head to your Address Book, and click on the pencil icon or 'See All Contacts' to open your contact card.
The contact's buisness information sits on the left of the card, and the direct contact person/team is entered into the top-right (note: this is where your quote requests will be sent)
Click '+ Add new', and enter the 'Contact Name', 'Role, 'Email', and 'Phone' (optional).
If you head back to your Schedule, this contact should now appear in your list of available Suppliers.
Can I Upload All of My Existing Contacts into the Address Book?
Certainly! You can use our address book importing template to streamline the process. Simply fill out the template with your existing contacts and send it to us (emailing support@programa.com.au), and we'll assist in uploading them into your address book for you. The address book import template is available to download at the top right hand side of your screen in the address book tab.