Overview of the Contact Manager

The Contact Manager is a where you can view and manage all of the contacts and their associated information. If your company is utilizing ciePortal, then this is where you can establish the contact's login credentials.

NOTE: Contacts are not limited to individual people. Multiple team members or departments of a company can be saved under the pretense that it is a 'contact'.

Navigating to the Module:

On the left hand side panel, select Contact Manager.

Information:

Inquiry Page:

The Contact Manager page is where you can create and manage your contacts. The inquiry is a great place to leverage the pertaining data for them. The order of the columns can be reorganized and if needed, exported. The exported file will be in the same format as the inquiry, taking into account the customized columns.

On the inquiry itself, you can search for contacts by name, or use the filters to restrict the results.

Attachments:

Files outside of the system can be uploaded to designated contact. To do so, select the contact from the inquiry and use the paperclip icon (in the top right hand corner) to select the file. Once uploaded, the file can be found under the Attachments tab.

How to Create:

Contacts are very flexible in how they are created. If you have more than a handful of contacts that need to be created at one time, the import tool will give you the quickest way to do so. If you have less, or prefer to enter them individually, you can create them one by one. There are four different ways to create a new contact:

From the Contact Manager (Standard Method):

1. Within the Contact Manager tab, go to Tasks > New Contact, or use the quick create button ( + ) to create a new contact form.
2. Enter the contact's First and Last Name.
3. Select their associated Company and Location, if applicable.
4. Personal information, such as their Phone Number, Email, or other Notes, can be added.
5. Additionally, a Role or Email List can be assigned to them.

Import Tool (Bulk Method):

1. Within the Contact Manager tab, go to Tasks > Import Contact to use a spreadsheet upload to create contacts en masse.
2. The available data points are the same as above.

On the Counterparty Form (Alternate Method):

1. Within the Counterparties tab, on the Counterparty form, the Primary Contact information is connected directly to a contact form. A contact created/saved here will populate within the Contact Manager.
2. The available data points are the same as above.

From the Counterparty (Alternate Method):

1. Within the Counterparties tab, and when viewing a counterparty, there will be a plus icon ( + ) within the contact's section. You can use this button to pull up a new contact form directly from this page.
2. The available data points are the same as above.

NOTE: Most of the information/fields on a new contact form are optional. The only requirement is they must have a name assigned to them.

Additional Features:

Contact Roles:

A Contact Role allows you to define contacts, typically with an attribute, and filter by it on the inquiry. Common examples are: Accounting, Billing, Freight, Sales Rep, etc.

For more information about creating A Contact Role, see our helpfile here.

Email Lists:

An Email List lets you group contacts together, and allows you to easily find the contacts from the inquiry, and email them if needed.

For more information about creating an Email List, see our helpfile here.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.