Fabasoft Folio supports the management of contacts. The following object types, which represent all contacts, are available:
Name and address details, including e-mail addresses and telephone numbers, can be entered for individual persons. Each person has a list of business objects directly assigned to the person and a list of correspondence (Communication) and a journal. In general, the person's main address is the first address entered. However, if the option to use the organization's address as the main address has been selected, this is the main address.
Note: To search for persons and organizations, search for “Contact”.
An organization represents a legal person. Contact persons who are employed in this organization can be added. In addition, the corresponding business objects are stored in an organization, as well as the direct correspondence with the legal person. All correspondence with an organization - i.e. both those conducted directly with the organization and those conducted indirectly via contact persons - appears in the communication.
To create an Organization, proceed as follows:
In contrast to organizations representing external partners, an own organization is represented by an Own Organization. Employees can be assigned to own organization.
To create an Own Organization, proceed as follows:
An employee can be created in the Employees field of an own organization or on “Home”.
To create an Employee, proceed as follows:
A contact person can be created either in the Contact Persons field of an organization or on “Home”.
To create a Contact Person, proceed as follows:
Note: Contact persons are not allowed in the Employees field of an own organization.
Persons and organizations have a Communication field, in which the incoming and outgoing communication of this organization/person is recorded.
To display the communication with a person/organization, proceed as follows:
All business objects that have been received from/sent to this person/organization will be displayed in the Communication field.
Addressee Lists can be created for bulk mailings. An Addressee List is created using sets of contacts, which can be filtered by individual countries.
The contacts determined this way can have several addresses, so a Topic (i.e. a Term) can be specified in an addressee list that gives the purpose of the addressee list (for example, TechEd invitation). In this case, the address of a contact that has this (or a higher-level) Term entered will be used. If no address is found for the Term, the main address of the contact will be used.
To create an Addressee List for bulk mailings, proceed as follows:
Resolving an addressee list
Before an Addressee List can be used for mailings, it must be resolved. For this purpose, the “Resolve” context menu command is available.
During resolving, the individual addresses will be determined and stored for the addressee list in the form of a CSV file. This CSV file will be stored on the “Result” tab and can be downloaded using the “Download” button. In addition, the number of determined addresses will be provided in the Count field and a preview will be provided in the Addressees (Preview, Maximal 100 Lines) field.