CRM – People

Problem solved: Handles every person involved in a project and adds people to CRM.

Description: The CRM/people tab is available in left hand main menu and is where you edit certain information about a contact. This can be a previously added contact in Jetty, or you can add a new contact for future use. By looking at the data in a list view, the main screen offers a quick preview of all files.

Add a person by clicking the button “Add person”.

Companies – Connect a new or existing company to a person. Several companies can be connected to one person.

There is also a “GO TO” button that links to CRM – Companies for that company. This is useful if there are changes in company information are need to be made.

Available fields:

General info

Name – The full name of the person being added.
Phone – The phone number of the person being added.
Email – The email address of the person being added.
Birthdate – The birthdate of the person being added.
Notes – Notes about the person being added.
Title – The title of the person being added. This could be a selector, if Jetty is set up to only work with fixed Titles, see Project Settings.
Tag – Tag the person being added.
Steet name – Personal street name of the person being added.
City – Personal city of the person being added.
State / region – Personal state / region of the person being added.
Zipcode – Personal zip code of the person being added.
Country – Personal country of the person being added.

Companies

Company Name – Read only and can be changed in CRM-Companies.
Organization Number – Read only and can be changed in CRM-Companies.
Note – Read only and can be changed in CRM-Companies.