Customer Relationship Management (CRM)

WMSmart provides basic contact management. Contacts can be categorized, and multiple "aliases" (assumed names) can be specified for each contact. Contacts are integrated with the rest of the application, including the order management system.

There are 2 ways to get to the Customer Relationship Management section:

1. Click the Account window located on the left side of your screen, then click the View All Contacts link.

2. Click the View All Contacts link in the Contacts Management section on the Start Page. 

 

The Contacts – All Contacts window will open. Here the following buttons are available:  Add Contact, Edit Contact, Refresh, Close, Print, Group By, Add Category, Edit Category, Remove Category, and the Search By box. 

The Search By box

 

 

Here you can search contacts by four criteria: Name, Contact Email, Contact Name and Manager Name.

Enter the necessary criteria and choose the search type: Similar To or Exact Match.

 

 

Then click the  button.

 

 

If you want to clean the Search box, click the  button.

Move Contacts between Categories    

To move a contact between categories, choose the contact you wish to move, drag it to the desired category in the panel on the left side of the screen, and drop it in the appropriate folder.  

For additional information, go to the following links :  

Add New Contact

Edit an existing Contact

Add, Rename and Remove Categories