Use the Contacts module for allowing your team and Fluid CM easy access to your teams contact information.
Contacts (1:53 minutes)
How it works
The Contacts Module provides your team with all of the latest team member contact information.
By entering in a contact, it allows Fluid CM to automatically fill in form fields through the system such ass company name, address etc. It also allows the system to send messages to that person, and to track what items they are responsible for taking action on (Ball in Court or BIC).
Add a new Contact
From the Contacts List (shown above), select Add a Contact in the bottom right hand corner. Fill in the form fields. The fields marked with an asterisk must be completed to log the individual user.
Importing and Exporting Contacts
From the Contacts List (shown at the top), selecting the Export Contacts button to download your contacts in CSV format. Conversely, selecting the import Contacts option allows you to download a form (CSV format) that allows you to upload your contacts all at once.
