Contacts Overview
The Contacts module in SAM provides a comprehensive list of all the contacts stored within the customer module. From the overview screen, users can search for individual contacts, attach documents, write notes, or send emails directly from the system.
Contacts in SAM represent the individual people your business interacts with. These contacts are often linked to a customer account (referred to as an “Account”), though in cases where your business serves individual consumers, some contacts may not be tied to a specific customer account.
Every customer in SAM requires at least one contact, and it is crucial to provide complete details about each contact, such as their location, job title, and specific responsibilities. A single customer can have multiple contacts, potentially spread across different locations.
Icon Functions
Add Contact
To add a new contact in SAM, click the Add icon at the top of the screen to open the contact Details window. When the contact details window appears enter the required information in all applicable fields to create a new contact and click the save icon at the bottom of the window. Contacts can also be converted from the customer module.
Delete Contact
Contacts can be deleted individually or in bulk. To delete a contact, select the contacts you wish to delete by ticking their selection boxes, then click the Delete icon located at the top of the screen.
Export Contacts
To export one or more contacts to a CSV file, select the required contacts and click the Export icon at the top of the screen. The selected contacts and all the data within the contact record will be exported to your local hard drive.
Email Contacts
SAM supports mass emailing. To send the same email to multiple contacts, select the relevant contacts and click the Email icon. The email drafting window will open with all the associated contact email addresses inserted automatically.
Create your message and click the Send icon at the bottom of the email window.
Note: When drafting the message, ensure you include the placeholders “First Name” and “Last Name” (in inverted commas). These will be replaced with the appropriate contact names when the email is sent.
Email List Management
The system allows you to save email lists for future use (e.g., contacts that may be interested in similar solutions or may just need to be updated on the status of the contact).
- To save a new list, click the Mail List icon, you will be asked to enter a name for the list, then click Save.
- To load a saved list, click the Mail List icon and select the list you wish to upload the click Load.
- To reset and return to the full list of contacts, click the Mail List icon and select Reset.
