The first step to carry out any contact related function is to locate the contact. Cynergy's powerful search feature and the enables you to search for and locate the exact contact you are looking for with minimal effort.
From the menu bar click the Search drop down menu. Now browse down to the CRM option. When CRM is highlighted, a pop-out menu is displayed to the right. Select Contact from the pop-out menu by clicking on it.
The CRM Search page is displayed. You can either search for contacts based on search criteria or find the contact from pre-defined groups if you know the name of the group the contact belongs to.
You can load a group of contacts using the Contact Group field at the top of the page to the right. Just select the group of contacts that you want to load from the drop-down list and click the Load Group button to view a list of contacts who are a part of the selected group. Click on the Remove Selected button to remove the selected group. This is one way to search for and locate the contact you want. The other method is to search using search criteria.
The Search field is displayed with the Contact option selected from the drop-down list. You can enter as much information or as little information as the Search Criteria. Fill in the information about the contact in the fields. Now check any of the options necessary for this search.
Click the Search button. All the contact records matching the information you entered as search criteria will be displayed in a tabular form with complete details.
Click on a contact's name in the Contact Name column to go to the contact information page for that contact. All the contact related functions can be launched from the contact information page.
Select the checkbox for a contact to select that contact for activation or deactivation. The page refreshes and the selected contact records will displayed in an orange background to indicate that they have been selected.
You can also select several contacts using the checkboxes and save them as a group using the Save Selected Records As: field below the list. To do this:
Select all the contacts you want to include in the group using the checkboxes.
Type in a name for the group in Save Selected Records As: field.
Select the Make Group Available To All Users checkbox if you would like the group to be available to everyone.
Click the Save button to save selected contacts as a group.