Contacts

Contact Searching

XLRNT uses a “Google-like” keyword search that allows you to locate people and companies with the minimal of fuss. The contact screen can be access at any point within the XLRNT application and provides a quick way to find, amend and create contacts within your organisation. You can also set up complex relationships between your contacts and their companies as well as quickly finding what outstanding tasks you have for any one individual or, indeed, a whole company. The XLRNT search screen allows you to enter any keywords which are then matched across all contacts, their companies and address details. All the results are then shown in a single list. From here you can quickly place a VOIP call to a contact, send them a tracked eMail or SMS message or even locate them on Google Maps. Searches can also be narrowed down by, say, postcode or gender as well as many other criteria including tags.

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Contact Details

XLRNT provides one tabbed screen that allows you to see all the information you have in the database for a particular ontact. The summary tab shows the more useful information at a glance whilst the contact control panel gives you fast access to the more popular contact tasks. A scratch pad is available for all contacts and stored alongside their information.

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Tagging Your Contacts

Tagging is a very powerful feature of XLRNT and allows you to group different parts of your database together. XLRNT provides some base tags, but its up to you to expand these to fit your business. For instance, you could tag contacts as "Bulk Supplier", "Friend of the MD", "Part-time staff" and so on. You can then search for specific tags within the contact search screen giving you fast, accurate, results.

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