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Contacts
ExportRim provides both manual and automatic contacts creation. You can create contacts manually by following the Add New Contact below.
Whenever you send an inquiry or someone sends you an inquiry, the system will create and link the contacts automatically. You can use the Edit Contact to manage this contact.
Select Messaging > Contacts from the administration sidebar.
Add New Contact
Click the [Add] icon on the top right.
Edit Contact
Click the [Edit] icon.
Delete Contact
Click the [Delete] icon.
Confirm to remove the contact permanently.
Contact Information
| Field | Description |
|---|---|
| Name | Enter contact name. (required) |
| Company | Enter company name. |
| Address | Enter company address. |
| Tel | Enter telephone number. |
| Enter email. | |
| Social Ids | Enter contact's social ids if applicable. |
| Notes | Enter additional notes for your reference if applicable. |