Contacts

Contacts represent either persons or companies. If you click on the Contacts tab, you basically get an address database. Please be aware that the people you find here may or may not be users of your OpenGoo installation - read understanding the difference between users and contacts for details.

Persons may belong to a company (but they don't have to). Companies on the other hand may have many users and contacts (but they don't have to).

• Contact: Creates a new contact (a person, that is).
• Company: Creates a new company (a client company, to be precise).

• In the upper part of the dropdown menu you see existing tags. Choose one to assign it to the currently selected contacts.
• Add tag: Lets you create a new tag and assign it to the currently selected contacts.

• Move to trash: Moves the currently selected contacts to the trash.

• Edit: Lets you edit the selected contact by taking you to the edit view. Only available if you have one single contact selected.

• Assign to workspace: This is a quick way to assign a person to one or more workspaces. PLEASE NOTE: Contacts are shared between all users, regardless of workspaces and permissions. Please make sure you read and understand the contacts permissions anomaly.

• View all: Resets all filters and shows all contacts.
• Contacts: Shows only contacts that represent people.
• Companies: Shows only contacts that represent companies.

• Edit contact: Takes you to the edit view.
• Update picture: Lets you upload or delete a picture assigned to a contact.
• Assign to workspace: Lets you assign a contact to one or more workspaces.
• Delete contact: Deletes a contact.
• View history: Displays the update history of a contact.

• Linked objects: Objects that have been linked with this contact.
• Created by: User who created this contact (including the creation date).
• Modified by: User who last modified this contact (including the date of the last modification).

• Add user: Creates a new user and assigns it to this company. (Existing users are displayed in the main column of the detail view.)
• Add contact: Creates a new contact and assigns it to this company. (Existing contacts are displayed in the main column of the detail view.)
• Update company info: Takes you the edit view.
• Update logo: Lets you upload or delete a company logo.
• Update permissions: Lets you assign a company to one or more workspaces. (Make sure you understand company level permissions when using this feature.)
• Delete: Deletes a company.
• View history: Displays the update history of this company.

• Linked objects: Objects that have been linked with this company.
• Created by: User who created this company (including the creation date).
• Modified by: User who last modified this company (including the date of the last modification).

There are no frequently asked questions so far.