Contacts

Set Supplier Currency

by Peppercan Support on April 5, 2012

in Contacts

You can set to each supplier different default currency in which they supply product to you.   Creating and editing contacts requires the following user privileges: – Minimal contacts rights OR – Regular contacts user OR – Contacts administrator Setting Supplier Currency You can set supplier currency either when creating new company or editing an […]

Create a Supplier Contact

by Peppercan Support on March 8, 2012

in Contacts

To take full advantage of the Peppercan stock and purchasing function, you would need to assign contacts with SUPPLIER contact type to be able to assign them to different products as suppliers and fill out purchase orders for them. "Supplier" has special effects on the system and saving a contact under supplier category makes it […]

Export Contacts with Their Post Address for Labels

by Peppercan Support on March 7, 2012

in Contacts

Learn how to use "Advanced search" to export contacts into a text file (CSV type) that will include the basic information of the contact, including first work and first home address. To use contact report requires the following user privilege: – Contacts administrator OR – Regular contacts user (Can only create export file for his […]

Reassign companies and contacts using Advanced Search

February 3, 2012 Contacts

This lessons shows how to reassign contacts to new owners. This works both for people and companies. To reassign using advanced search requires the following user privilege: – Contacts administrator Open Advanced Search Go to Contacts –> Advanced Search or click Advanced Search under Browse. Select Account Manager for Reassignment To reassign people to a […]

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Assign New Contact Status or Relationship to Multiple Contacts in One Time

February 1, 2012 Contacts

This lessons shows how to assign a new contact status or relationship to multiple contacts in one time. This works both for people and companies. To assign using advanced search requires the following user privilege: – Contacts administrator OR – Regular contacts user Open Advanced Search Go to Contacts –> Advanced Search Select Contacts to […]

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Tips and Problems in Importing Contacts and Creating Multiple Contacts at a Time

November 28, 2011 Contacts

This lesson collects together tips to create successful contact import files and also list of common problems with import. See here for lesson on importing contacts. User privilege required: – Regular contacts user Use Import file 1) Download the import template to your computer by clicking "Templates". Contact import will only work using a comma […]

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Search contacts by the owner or by contacts which user has shared access with

July 25, 2011 Contacts

You can browse contacts by their owner in the contacts browse and advanced search. Sometimes you might also want to do more complicated searches using as one criteria contact ownership. For this, please read on this lesson. WIth advanced search you can also view contacts which the selected user has sharing setting with. For example […]

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How Can I See My Sales Team’s Call Back and Cold Call Situation?

July 22, 2011 Contacts

Sometimes it is important and needed for you as a sales team manager to see how your team is doing with their calls. Maybe you need to find if there is anything you could do to help someone who is not doing calls or something else. This lesson shows you how you can view your […]

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Move call back / cold call date quickly 1, 3 or 6 months ahead

July 22, 2011 Contacts

In cold call you can quickly with a button of a mouse move the call back date 1, 3 or 6 months from now. Here is how. Note! In Cold call view you have access only to contacts you are direct owner of. You can set cold call dates to contacts owned by others, but […]

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Assign tags to multiple contacts in one time

July 22, 2011 Contacts

This lessons shows how to assign one tag a time same tag to multiple contacts. This works both for people and companies. To assign using advanced search requires the following user privilege: – Contacts administrator OR – Regular contacts user   Open Advanced Search Go to Contacts –> Advanced Search Select Contacts to be Assigned […]

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