Creating Customer's Contact:

In order to create a customer and company contacts you will first need to locate the Contact Database page. The database can be found from the Contacts section in the left hand side menu bar. Within the Contacts section you can start creating the customers contacts.

Creating Customer's Contact:

1. Click the Contacts
2. Select the Customers tab from the Contacts
3. Click the +Add Customer
4. New Customer pop up menu will open, with two tabs General Information and Links. For the General Information's tab:
   1. Upload the customer's Profile Picture
   2. Enter the Code you would like to assign to the customer
   3. Select the team member who is creating the account in the Owner section
   4. Enter the First Name
   5. Enter the Last Name
   6. Enter the Middle Name
   7. Enter the Birthday
   8. Enter the Email click +Add Emails
   9. Enter the Phone click +Add Phones
   10. Select the Email Verification Status
   11. Select the Phone Verification Status
   12. Selet the Pronoun
   13. Write the Position if they belong to a company
   14. Write the Department if they belong to a company
   15. Select if the customer Has Authority
   16. Select if the customer is Subscribed
   17. Write a brief Description
5. At the bottom you will see a Links tab
   1. You can link the customer's Facebook
   2. You can link the customer's Twitter
   3. You can link the customer's Website
6. Click Save or Save & New to create a new one

Creating Companies Contact:

In order to create a customer and company contacts you will first need to locate the Contact Database page. Within the Contacts section you can start creating the companies contacts.

Creating Customer's Contact:

1. Click the Contacts
2. Select the Companies tab from the Contacts
3. Click the +Add Copmany
4. New Company pop up menu will open, with two tabs General Information and Links. For the General Information's tab:
   1. Upload the company's Profile Picture
   2. Enter the Code you would like to assign to the company
   3. Select the team member who is creating the account in the Owner section
   4. Enter the Name of the company
   5. Enter the Parent Company if there is one
   6. Select the Industries the company operates in, you can select multiple Industries 
   7. Enter the Business Type, these are the types:
      1. Competitor
      2. Customer
      3. Investor
      4. Partner
      5. Press
      6. Prospect
      7. Reseller
      8. Other
   8. Enter the Email click +Add Emails
   9. Enter the Phone click +Add Phones
   10. Write a brief Description
   11. Enter the Size of the company
   12. Select if the company is Subscribed
   13. Select the Headquarters Country
5. At the bottom you will see a Links tab
   1. You can link the company's Facebook
   2. You can link the company's Twitter
   3. You can link the company's Website
6. Click Save or Save & New to create a new one

EMAIL VERIFICATION STATUS:

• Valid: Verified and real emails, which accepts mails.
• Invalid: A bad recipient address that doesn't exist or is not accepting mail.
• Accept All (Unverifiable): Adomain-wide setting where all emails on this domain will be reported as an "accept all". There is no definitive way to determine whether this email is valid or invalid. An accept all address is commonly used in small businesses to ensure a company receives an email that has been sent to them. Oftentimes these are in fact valid emails. However, some organizations may utilize this setting as a security feature to prevent unsolicited emails.
• Unknown: Emails with status impossible to determine. This email appears to be OK, however, the domain and/or server is not responding to our requests. This may be due to an issue with their internal network or expired domain names.
• Disposable: Temporary accounts, used to avoid using a real personal account during a sign-up process. Common providers of disposable emails include Mailinator, Guerilla Mail, AirMail, and 10 Minute Mail.
• Catch-all: A catch-all is a mail server configured to accept all emails sent to the domain, regardless of whether or not the specified mailbox exists.
• Bad Syntax: Malformed or incomplete email addresses are treated as syntax errors and won't be added to your contacts.
• Unverifiable: These are emails that are unverified or can not be verified.
• Not checked

The Erxes platform only sends emails to addresses that have a valid status. If you wish to update the status of the customers and companies emails there are two ways you can do so.

• You can change the email status of multiple emails from the Contacts section:
  1. Check the emails
  2. Click Change Email Status
  3. Select the Status

• You can change the email of individuals through their Contact Information page:
  1. Select the Customer/Copmany
  2. Click the Action
  3. Click Edit
  4. Edit Basic Info menu will pop up
  5. Click and change the Primary Email Verification Status
  6. Click Save

REALATED PAGES:

• CONTACT DATABASE