Adding/Managing Contacts on a Project

Summary:

OpenSolar allows you to add, remove and modify all your contacts. Allowing you the ability to see who the customer is with the click of a button. The following article will detail how these processes take place.

Assigning a New Customer to a New Project:

Our CRM allows you to keep track of all your customers. You can easily attach a new customer to a project by going to the Manage tab and locate the contact section at the top area of the Manage tab. From there select the + add contact:

If a contact is already added to the project, it will display in the pop out. If you want to add a new customer simply select the option Add contact > Add new contact:

This will allow you to enter simple information as the name, email and phone number but you have the option to select “view more details” to enter even more information for the customer:

More information will include:

• Middle name
  Gender
• Date of Birth
• Passport number
• License Number

All custom fields for the contact wil also be found here.

NOTE: If you have ever added customer information (even on a project you deleted), their information will still be stored in your OpenSolar account. The system will not let you use this information to create a new contact, please refer to the next topic on assigning existing customers to a new project. Please note that once a customer has been assigned an email this information can not be modified.

Assigning an Existing Customer to a New Project:

Because our CRM will remember all the contacts you have created in the past, you have the option to link an old contact with a new project. To do so go to the Manage tab and locate the contact section at the top area of the Manage tab. From there select the + add contact:

If a contact is already added to the project, it will be displayed in the pop-out. If you want to add an existing customer simply select the option Add contact > Add existing contact:

This will provide you with a search bar that can be used to locate the customer by name or email:

Tip: Once a customer has been added new or existing, you can click again in the “add contact” section to add a second customer without having to leave the window.

Modifying or removing customer information:

You can always modify the information for the customer after this has been saved. To do so, go to the manage tab of the project and on the Contact section select edit:

This will bring back all the pop-out windows with the customer's information where you can edit the data or remove the customer from the project:

Managing the customer's information:

You can find all the customer's information by going to control > Customers > Contacts. From here you can edit or delete a customer as well as see their information and the project they are currently added to.