There are two modules in Secutix from which contacts can be searched: The Contacts module in the Organization context and in the Sales module in the Sales channel context.
In the Contacts module you will be able to search for all the different types of contacts: Individuals, structures, guides, suppliers...
Remember that you'll be able to find and search for relays both from the "Individuals" and the "Structures" contact types: You'll be able to identify their role easily and filter them through the "Role" column of the search.
Sometimes some names can be extremely common: Let's say that you search for "alex". It wouldn't be rare that you'll be able to find over a 100 contacts in your database. However, no more than a 100 contacts are displayed per search, so you might need to narrow your search down through the advanced search.
Below you can see all the possible fields you can filter contacts though. All the fields that you fill out will add up and thus narrow down your search.
When making a search you'll see that contacts can appear in three different colors:
- Black: These are contacts that have already made a purchase, a reservation, are part of an option, or have a cultural history after Secutix was implemented. Contacts with only a financial history are still considered prospects.
- Blue: These contacts are prospects. They are contacts that haven't made a purchase yet since Secutix was implemented. This means that among these contacts there might be imported ones from other CRMs that made purchases before the software change.
- Orange: These contacts are potential duplicates. You can learn how to manage them here.
In the Sales module you can also make a quick contact search, and an advanced contact search.
The DNI/Passport number can also be used in any quick search.
Tips and Tricks
You can find your contacts in different ways in the “Organization” context, “Contacts” module:
- Type of contact search (individuals, structures, etc.)
- Quick surname, name, contact number or email search.
- Advanced search where another criteria are used.
It is also possible to make a search for a contact directly on the sales screen in the module ‘Sales’ entering the surname, name with the autocomplete function and add them to the chart. You can access the advanced search through the previous screen.
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- The system fills automatically the character sequence of the search.
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- For example: If you write “dup”, you will get all surnames starting with “dup”.
- The search does not distinguish upper case or accents.
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- For example: A search for “maria” will
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- show “María”, “MARÍA”, “MARIA”
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- You can use the symbol * to make a search for
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- letters you are unsure of or don't know. For example: Write “*pont” to search all
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- family names that contain “pont”.
- To refine the search, you can write
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- “Family name, Name”.
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- For example: Write “Dupont, j” to limit the amount of results.
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Dans la partie Organisme, dans le module contact, il est possible de retrouver vos contacts par différents biais:
- Recherche par type de contacts (individuels, structures, etc)
- Recherche rapide par nom, prénom, numéro de contact ou email
- Recherche avancée en utilisant d'autres critères
Il est également possible de rechercher un contact directement depuis le panier de vente dans le module Vente en utilisant le nom, prénom avec complétion automatique et ajout direct au panier. Il est également possible d'accéder à la recherche avancée par le même écran que précédemment.
Trucs et astuces
- You could also directly search specifically for a name writing " , alex".
- You can combine the * and the , in any search: " , *dy" for all contacts whose name contains "dy"
To continue with this training unit, click here to learn how to create a new contact.
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