Contacts

Search for a contact card
Before creating a new contact card, please verify that the contact does not already exist in the database by using the search bar. Note: This step is crucia...
Fri, 5 May, 2023 at 9:26 AM
Create a contact card
To create a contact, click on.In the form, you will need to complete the different fields to create a new contact card. The fields marked with an asterisk a...
Fri, 5 May, 2023 at 10:08 AM
View the contact form
Once your contact form has been saved, you will find at the top : Their name Their telephone number Their email address Their address You can add a...
Fri, 5 May, 2023 at 10:48 AM
Edit the contact form
To edit a contact card, click onto access the same page you used to create it to change any information such as telephone number, an email address, etc.  O...
Fri, 5 May, 2023 at 10:59 AM
Attach files as an attachment
You can add attachments to your contact, for example, a copy of a driver’s licence, identity card, proof of address... To do this, search for your contact a...
Fri, 5 May, 2023 at 11:37 AM
Add a representative to a company contact
You can assign company representatives on a company’s contact card. Under the address in the Company Rep fields, enter the representative’s surname, first n...
Fri, 5 May, 2023 at 11:40 AM
Assign a sales rep to contacts
You can assign a sales rep to contacts so that each contact can have a primary point of contact.If you created the contact form, you are by default the assi...
Fri, 5 May, 2023 at 11:58 AM
GDPR (General Data Protection Regulation) management on IZIFLO
You can manage GDPR for a client and to let their clients. This allows them a greater level of control over their data, allowing them: To understand the ...
Tue, 20 Jun, 2023 at 9:48 AM