Contact Action Menu

Quick Tour- Contact Action Menu

  1. Enter into the Contact you would like to view, the “Action Menu” is located in the upper right hand corner and is a blue button with 3 white lines. Click the blue button to expand the “Action Menu.” In this menu, you will find all of your actionable items against a contact.

  1. The first option in the “Action Menu” is the “Delete this Contact” button. Click this button to remove this Contact from the system. A pop up window will appear asking if you are sure you want to delete this contact permanently.

  1. The next “Send an Email” option will send a new Email or a preformatted templated email out to the Contact. It was also automatically record an Activity when sending an email. “Send a Text” will allow you to send an individual text out to this Contact. The next “Send a Form” button will allow you to send any electronic documents as well as custom TrackerRMS forms to this Contact.

  1. The next options in the Action Menu, “New Invoice” and “New Payment” allows you to manage your projects and can raise a new invoice as well as a new payment directly to this contact.

  1. The “Add a Note” button will allow you to add a note to this record. It will also time stamp the time, date, and the notetaker so you will be able to view who/ when the note was taken.

  1. The next two options “Link to a new Candidate” and “Link to Existing Candidate” allows you to link this Contact to a Candidate. Contact and Candidate records are different in TrackerRMS so if you would like to associate a Contact and a Candidate you can do so by choosing one of these options.

  1. The “Add to a Hot List” button will allow you to add this Contact directly into one of your lists. You may have “Hot Lists” labeled something different according to what your company likes to call them.

  1. The last option, “Log an Activity” will provide a drop down menu will all Activities that can be logged with this Contact. Logging an Activity will log any interaction you just had with the Contact and will provide you with the ability to leave any notes you had about the interaction as well as the date and time of when the Activity occurred. You can also set Reminders and Alerts to follow up with this Contact in the Activities section.

 

If you need further assistance, please watch this video:

 

 


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