In this article, you will learn about possible group actions with contacts.
Assigning a manager to a contact
To assign a manager to several contacts at once:
1. Go to the “Contacts” page and check all the necessary contacts.
2. At the bottom of the table, click Actions > Assign manager.
3. Select the desired manager and confirm the action.
Done! Now a manager has been assigned to all selected contacts.
Merging contacts
If you have duplicate contacts in RemOnline, you can merge them.
Follow these steps:
Step 1. Go to the Contacts page and check all the duplicates of the contact.
The RemOnline remembers the selection, so you can use the search or go to another page in the table.
Step 2. At the bottom of the table, click the Actions button and then Merge.
Step 3. In the pop-up window, select the contact that should remain after merging and click Merge. The selected contact will automatically replace the duplicates in all work orders, sales and invoices.
When merging duplicates, phone numbers, work order history, sales, payments, calls will be merged into one contact profile. Priority will be given to the profile to which you are merging.
Please note:
You can merge a regular contact with an employee contact if the merge is performed in favor of the employee.
You cannot merge a contact and an employee or a deactivated employee in favor of a contact.
You can also merge a deleted employee contact with a regular contact, but you will not be able to restore the employee.
Mass deletion of contacts
1. Select the checkbox next to the contacts you want to delete.
2. In the lower right corner, click the Delete button.
You can recover deleted contacts in the Event log report.