MRPeasy

Today Contacts

The CRM -> Today contacts section shows a list of customers you (your user) need to contact today.

This page allows:

• keeping track of interactions with customers,
• seeing customers who need to be contacted today.

Setting a next contact time for the customer

1. Open the customer by clicking on its name.
   Or at CRM -> Customers.
2. Set the Next contact date.
3. Save
4. The customer will be shown on Today's contacts when this date has arrived.

Tips and tricks

• Click Create to add a new customer.
• Click Choose columns to choose which columns to display.
• Drag the columns to rearrange them.
• The table can be searched and filtered (see Usage tips for wildcards).
• Click Saved searches to save a search or use a saved search.
• Click Bulk editing to edit selected rows in bulk.
• Click Reports to see the customer's reports.
• Click Reports on top-right of the table to see all customers summary reports.
• Use the drop-down menu above the table to see a list of "Companies" or "Contacts".