Actionize 4
- 1. Actionize Tutorial - 4.1
Overview Contacts & Clients
Chapter Overview Contacts & Clients
Summary This chapter shows what you find on the tab Contacts & Clients.
Table of Contents
Contacts & Clients – Individuals .............................................................................................. 1
Individuals.............................................................................................................................. 2
Show Contact Overview .......................................................................................................... 2
Biz Card Overview................................................................................................................... 2
Open the Line Menu ............................................................................................................... 3
Organizations......................................................................................................................... 4
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Contacts & Clients –
Individuals
Actionize knows two
contact types
> Individuals i.e.
persons
> Organizations i.e.
companies
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- 2. Actionize Tutorial - 4.1
Overview Contacts & Clients
Individuals
The list of individuals
shows different types of
individuals
> My Contact – these
are your personal
contacts that only
you can see
> My Clients – these
are your clients
> Project Peers – team
members of all the
projects on which
you collaborate
Show Contact Overview
Click on the name to
display the most important
details of that contact.
Biz Card Overview
First you see a biz card
type of overview.
Click on Contact Details to
see...
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- 3. Actionize Tutorial - 4.1
Overview Contacts & Clients
...the address and the
communication details.
Open the Line Menu
On all lists you will find
the most important
functions on a line menu.
The line menu shows when
you mouse over a line,
when you point on it the
menu items are displayed.
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- 4. Actionize Tutorial - 4.1
Overview Contacts & Clients
Organizations
On this tab you see the
Organizations you have
entered.
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