Contacts tab

The Contacts section tab in SuperOffice CRM allows users to view and manage all contacts linked to a specific company. This tab helps users keep track of relationships between the company and its employees or other relevant contacts. By providing an organized list of all associated individuals, it facilitates easy access to personnel information, making it simple to maintain detailed communication records. The Contacts section tab is available only on the Company screen.

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Contacts tab columns overview

The Contacts section tab contains the following columns to display key information about each person:

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View contacts in the Contacts section tab

1. Go to the relevant Company screen.
2. Click on the Contacts tab to see all contacts linked to the company.
3. Double-click a contact in the list to open the Contact screen for more detailed information.

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Include former employees

To include people who have left the company, check the Former employees option. Former employees are shown in a different color in the list, as well as in the Project members section tab in the Project screen and in member lists on the Selection screen.

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Create a new contact

1. Click Add to create a new contact linked to the company.
2. Fill out the necessary information, and click Save.

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Edit contact information

1. Double-click the contact you wish to edit.
2. In the Contact card, make the desired changes.
3. Click Save to confirm your updates.

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Edit contact interests

1. Double-click the contact’s name to open the Contact card.
2. Go to the Interests tab to update the interests linked to the contact.

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Merge or move contacts

• To merge contacts, follow the steps in merging contacts.
• To move a contact to another company, follow the steps in moving contacts.

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Enable middle name support

You can enable the use of middle names in Settings and maintenance by following these steps:

1. Go to Settings and maintenance.
2. Go to Preference > Global preferences > Functions.
3. Select Enable middle name.

If this preference is enabled, the first part of the last name will be used as the middle name (but it is not sorted on). If not enabled, you can enter a middle name in the First name field, which will then be treated as a second first name.