{"id":50,"date":"2018-06-27T10:55:03","date_gmt":"2018-06-27T10:55:03","guid":{"rendered":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/?p=50"},"modified":"2018-11-22T06:25:06","modified_gmt":"2018-11-22T06:25:06","slug":"overview-of-contact","status":"publish","type":"post","link":"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/overview-of-contact\/","title":{"rendered":"Overview of Contact"},"content":{"rendered":"<p>You can view all contacts information like Details, Tasks and it&#8217;s Events by\u00a0 going to <strong>List contacts<\/strong>\u00a0 , inside list contact table just click on any of the contact name you want to view information and the data will be shown.<\/p>\n<h2>Details<\/h2>\n<p>The details tab contains the information which you saved through the form inside create new contact.<\/p>\n<p><a href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-114\" src=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact.png\" alt=\"\" width=\"1525\" height=\"730\" srcset=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact.png 1525w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact-300x144.png 300w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact-768x368.png 768w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact-1024x490.png 1024w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact-60x29.png 60w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/details-contact-150x72.png 150w\" sizes=\"auto, (max-width: 1525px) 100vw, 1525px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2>Task<\/h2>\n<p>Task tab contains the all the tasks related to a specific contact which&#8217;s details you are currently viewing.<\/p>\n<p>Here you can also Create a new task which will be automatically linked to this contact. You can also Edit and delete the listed tasks.<\/p>\n<p><a href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-52 size-full\" src=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task.png\" alt=\"\" width=\"1166\" height=\"519\" srcset=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task.png 1166w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task-300x134.png 300w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task-768x342.png 768w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task-1024x456.png 1024w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task-60x27.png 60w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/Contact-Task-150x67.png 150w\" sizes=\"auto, (max-width: 1166px) 100vw, 1166px\" \/><\/a><\/p>\n<h2>Events<\/h2>\n<p>As the name indicates that this tab will contains the Events related to the specific contact. A calendar view will make it easy for you to understand the dates and events on these dates.<\/p>\n<p>Here you can also Create a new event which will be automatically linked to this contact. You can also Edit and delete the existing events.<\/p>\n<p><a href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-51 size-full\" src=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event.jpg\" alt=\"\" width=\"1146\" height=\"1053\" srcset=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event.jpg 1146w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event-300x276.jpg 300w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event-768x706.jpg 768w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event-1024x941.jpg 1024w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event-60x55.jpg 60w, https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/wp-content\/uploads\/2018\/06\/contact-event-150x138.jpg 150w\" sizes=\"auto, (max-width: 1146px) 100vw, 1146px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can view all contacts information like Details, Tasks and it&#8217;s Events by\u00a0 going to List contacts\u00a0 , inside list contact table just click on any of the contact name you want to view information and the data will be shown. Details The details tab contains the information which you saved through the form inside [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25],"tags":[],"class_list":["post-50","post","type-post","status-publish","format-standard","hentry","category-contacts"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Overview of Contact - Upping Crm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.xfinitysoft.app\/scripts\/xfinity-crm\/overview-of-contact\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Overview of Contact - Upping Crm\" \/>\n<meta property=\"og:description\" content=\"You can view all contacts information like Details, Tasks and it&#8217;s Events by\u00a0 going to List contacts\u00a0 , inside list contact table just click on any of the contact name you want to view information and the data will be shown. 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