In the ForceManager application, a contact is one or more people associated with an account. The data in the Contacts menu will always be professional and business information. This menu allows you to see all the contacts associated with your accounts.

You can add as many contacts as you want. To start creating a new one, click on the “plus” icon. There are three options available to add a new contact to the ForceManager directory:

In this option, you can manually enter the data. Here’s how:

1. Account name.

2. First and last name of the contact.

3. Contact details: phone number, mobile, email, Skype, LinkedIn, job position, and gender.

4. Comments: Add a comment if necessary.

Once these fields are completed, click “Add” to save the new contact. From this view, you can also modify the contact’s profile picture and see the new contact added to the directory.

To perform this operation, find the person you want to add and complete the additional fields. Once finished, click “Add”.

The business card reader scans and automatically fills in the new contact details using the smartphone’s camera. The new contact will easily appear in your directory.

Each contact you add will have a contact file with all the respective information. Remember, you can add filters by clicking on the filter icon. It is possible to filter by role and sort by update date. To view a contact form, click on it to open the complete information.

In this tab, you will see:

• Direct access to call the contact: By clicking on the phone icon. Calling the person through the application will automatically log the call. Once the call with the client is finished, a post-call report will appear to allow you to detail the conversation. In this window, you can add call details, comments, events, etc.

• Sending emails: By clicking on the email icon, you can send an email through the mail server, provided the account has been synced.

• Updating contact information: If the information is incorrect, it can be updated by clicking on the pencil icon.

You can see your interaction with this person by clicking on the next menu, as well as the planned events and activities to be completed.

In the Contacts menu, there are various configuration options to tailor it to business needs:

1. Import contacts from a database: Using an import template.

2. Modify standard fields: For adding new contacts, including literals and lists of values.

3. Add extra fields: To further customise the contact information.

Remember, the more complete and up-to-date your data is, the more valuable it will be when you need it!