Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Engagement
  5. Service Desk
  6. Project Management
  7. Automation & Wide-Area-Monitoring
  8. Job Cards
  9. Education & B-2-B online training
  10. Billing and customer statements
  11. Inventory & Asset management
  12. Production management
  13. Human Resources and Payroll
  14. Procurement and Supply chain
  15. Ledgers & Accounting
  16. Reporting and Analytics
  17. Administration & configuration
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Company Contacts

Finding people quickly and centrally is very important. Use the central search box in the Top Bar, or the lookup fields on Email forms to quickly find the contact details of people who are part of your company, customers or suppliers. In the search box (Top Bar), start to type a name or surname. The auto lookup feature will return matches. Keep typing till you find the right person. The number and email address (if present) is included in the match list.



To send an email, click on the name or use the down arrow to select a name and hit enter to send an email. To change a contact's details, search for the contact, click it (to send an email), then use the links (bottom right) to edit the contact.

Contacts can be linked to Customers, Suppliers and Locations (or a combination of the above). Accurately linking Contacts are important because they will show up in the linked records. When email Campaigns are created, the distribution list is also retrieved from the linked records (Customers, Locations, etc).

 

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