Open topic with navigation

Contact Personnel Tab

Open a contact in from the list view, and then selecting the 'Personnel Tab' from the menu at the top right of the Contact record. Or in the contact list view select the actions menu and choose the personnel tab option.

Tip: Open the Personnel List view by selecting the menu button in the top toolbar, and choosing the Personnel option. This lets you see the names and phone numbers for all the personnel attached to your Synergy contacts.

What is the Contact Personnel Tab?

The Personnel tab displays a list of staff that work at the selected contact. These are the staff or personnel that you deal with from that company. Click a personnel name in the list to open it an view more details.

Click the image above to see the Contact Personnel tab.

Why use the Contact Personnel Tab?

See who the people are that work at that company and view their contact details.

Actions available

ClosedSend an Email

To send an email to a personnel:

  1. Locate the Personnel in the list which you want to send an email to.
  2. In the 'Email' column click the email address for the personnel.
  3. A new email message will open in your default email client, with personnel email address shown in the 'To:' field.
ClosedOpen a personnel record

Click person using the 'name' column to open that personnel record and read the details or attributes details.

ClosedFilter the personnel

The personnel tab of the contact has extra filter options available to change which personnel are shown. The default filter is 'active' as these are the personnel records that can still be used in the future in Synergy. The filter options are:

  1. AllClosedBoth active and inactive personnel are shown.
  2. ActiveClosedOnly personnel marked as active are shown.
  3. InactiveClosedOnly personnel marked as inactive are shown. These personnel records cannot be assigned to future projects in the desktop application.

Columns available

ClosedThe following columns are shown in the list
  1. NameClosedThe personnel name is displayed. Click on the name to open the
  2. EmailClosedThe email address for the personnel is displayed. Click the email address to send a new email message to the personnel using your default email client.
  3. PhoneClosedThe phone number for the personnel is displayed.
  4. MobileClosedThe mobile phone or cell number entered for the personnel record.

Want to learn more?

Looking for more help? Try reviewing the following topics:Concept Link IconView Topics

© 2018 Total Synergy Pty Ltd