Properties, Profiles, Categories, Capabilities and Relationships set up in Contacts are used to group contacts to refine the search for specific criteria
These maintainable categories may be used in any way that suits your company’s needs. A typical example of this functionality is as follows:
|
Name |
Description |
|
Properties |
may be used to define the type of work the contact does i.e. Accountant, Solicitor, Town Planner etc. |
|
Profiles |
may be used to mark the Contact’s Age group or favourite sports. |
|
Capabilities |
might describe the different Specialties or Educational achievements |
|
Category |
might typically be a Location or Demographic region |
|
Relationships |
is where the “Properties” of a Contact might be assigned to another Entity. For Example Brian Smith is the Managing Director of Booker Developments Pty Ltd. In his spare time Brian is also the “Social Secretary” for the local football club. A “Relationship” can be set up in the “Relationship” tab of Brian’s contact details. |
1. Ensure Contacts is open
2. Select Maintenance, Properties
3. Click on New
4.
Enter a Property name suitable to your business needs and click on OK
For example enter [Lawyer] and click OK
5. Click on OK to confirm and exit the Properties maintenance window
6. Select Maintenance, Profiles and click on New
7.
Enter a Profile name suitable to your business needs and click on OK
For
example enter [Aged 41-60] and click OK
8. Click on OK to confirm and exit the Profile maintenance window
9. Select Maintenance, Capability and click on New
10. Enter a
Capability name suitable to your business needs and click on OK
For example
enter [Conveyancing]
11. Click on OK to confirm and exit the Capability maintenance window
12. Select Maintenance, Category and click on New
13. Enter a
Category name suitable to your business needs and click on OK
For
example enter [East] and click OK
14. Click on OK to confirm and exit the Category maintenance window