THAREJA Contacts Overview
You can create a database of your Contacts associated with clients in THAREJA by following a few simple steps.
This guide covers the topics listed below:
Adding a contact
STEP 1. Open the Contacts page from the navigation.
STEP 2. Now click onAdd Contact button given at the top right corner.
STEP 3. Following popup will appear. Just fill in all the required details and click Save.
Your contact will be added and visible at the top of the contacts list.
Editing a contact
STEP 1. Open the contact detail page either by clicking on the contact name in the list or by clicking on the Edit Contact option in the Actions menu.
STEP 2. After clicking on it the contact detail page will open with Edit option given at the top right corner of each section. Click this Edit option wherever you want to make changes.
STEP 3. Once you are done with your changes, clickSave.
Similarly, you can edit all sections' details.
You can also upload an image of a business card, etc, using this option here.
A comment can also be added for contact here, just write your text and click this Add Comment button.
Deleting a contact
In order to permanently delete a contact, you have to archive an active contact first as only an archived contact can be deleted.
STEP 1. Open the Actions dropdown on an active contact and click Archive.
STEP 2. Once the contact is archived, go to the Archived contacts listing, open the Actions dropdown on the contact you want to delete and click Delete Contact.
STEP 3. A confirmation popup will appear, click OK to confirm and your contact will no longer be existing in the list.
