There are two types of contacts in the system: Person and Organization. Go to the desired tab on the Contacts page and click + Person/Organization.

Depending on which tab you create a contact from, this type is assigned to it, and such fields will be displayed in the form. You can customize a different contact form for each type.

You can also change the contact type directly from the open contact creation window.

On the next level, your Contact profiles refer to vendors you’re actually purchasing from (represented by the Supplier checkbox). In this case, the Contact profiles feature the truck icon. Eventually, you’ll be able to select suppliers for Postings.

This feature makes retrieving data about suppliers, and generating a list of suppliers, by clicking the Suppliers button on the Contacts page.

Provide individual or company details by filling in the Person name field or the Organization name field accordingly.

Complete individual details by filling a list of fields, based on your preferences in the Contact form.

Please note: you can configure the automatic activation of all communication channels with the contact (WhatsApp, Viber, SMS, and Email) in Settings > General > Contacts. By default, these settings are disabled to comply with international standards requiring contact consent for communication.

Click + Add phone button to add multiple phone numbers. This may work for your business even better in case there are many different contractors or subcontractors you’re dealing with every day.

At this level, phone numbers vary by type as follows: Mobile, Work, and Home. You can always create your own phone type by clicking the + Add button.

Under each phone number, there are checkboxes for WhatsApp, Viber and SMS. If the checkboxes are enabled, messages can be sent to the contact in WhatsApp and Viber messengers, and the system of automatic SMS notifications will work for such a contact. When one of the checkboxes is disabled, the ability to send messages in the corresponding channel disappears for this contact.

If you want to call contacts from RemOnline, you must first connect and configure the integration with one of the VoIP services presented on the Settings > Integrations page.

To call a contact from their profile, click the button to the right of the number and select Call.

Here's what you should do to send messages to your contacts:

Step 1. Make sure the SMS / WhatsApp / Viber checkbox next to the contact's phone number is enabled.

Step 2. Сlick the arrow icon and select the desired sending method.

Step 3. Select the message template from the Template dropdown list. Make edits if necessary, and click Send.

Please note that there is no option to choose a template for Viber.

Here's what you should do to send emails to your contacts:

Step 1. Check the Agrees to receive Email checkbox next to the corresponding email address.

Step 2. Hit the envelope icon next to the Email field for emailing a contact.

Step 3. Use the Contact email field to enter another email address.

Step 4. Select the Email message template from the Template dropdown list. Enter the message subject in a corresponding field. Review the text one last time when you have to and click Send.

Given that you have a correct physical address for record-keeping, you can further improve your RemOnline experience. Click the Geo-location button next to the Address field for a map view of a contact across a given locale.

Knowing all ins and outs of the customer journey is not that hard. Remember to fill in details in the How the contact found us field. Learn more about ad campaigns and available setup on the “Settings > Marketing” page.

Here is all you need to know about customer discounts and how to manage them.

Notes help with extra record-keeping of individual and company details. And the Tags field can significantly improve the value of your contact base. Attach custom tags to your Contact profiles, whether customers or suppliers to your business, edit or merge tags and easily make reviews from time to time.

In each contact's profile, you can set a default Invoice due date. Select the number of days or period during which the invoice will be valid from the date of issue. This setting will be applied by default when creating an invoice, but the due date can be changed manually when creating it. Once the invoice expires, if it has not been paid, it is considered overdue.

The settings specified in Settings > General > Invoices are used by default.

You can link organizations to people and people to organizations. To do this, in the appropriate section of the contact form, click Link person/organization.

Find the contact you need and specify their role, which will be displayed on the person's client card along with the associated organization.

To change the data of the linked person/organization, open the editing window by clicking on the necessary line in the contact's profile, make changes, and save them.

After filling out the contact's profile, click the Save button. After that, the created contact will appear in your database.

Your customer base is going to grow exponentially over time while enabling you to maintain Contact profiles in a day-to-day context, additionally update them, remove redundant ones, and use bulk actions. This is what makes your sales database clean, clear, and up-to-date. Available at any time and from any device.

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