Contacts

Contacts Tab of the Account:

The Contacts Tab is where you store all company Contact information.  The more information you enter in about each contact, the more valuable your database is to you.  

To Add a New Contact

Click on the Add button. Type in the Contact’s information and select Submit.

To Edit Contact Information

Highlight the contact’s name in the contact list.  Select the Edit button and make any needed changes. You can also double click on a user to open the Edit Contact form.  Click on the Submit button to save changes.

To Delete a Contact

Highlight the contact’s name in the contact list. Select the Delete button and then say Yes to confirm that you want to delete the selected contact.  

Find:

Allows you to search all contacts for that account by keyword.  Click the Find button and type in the keyword and the contact list will be filtered to just show any matches.

To Send E-Mail

To email a contact, make sure you have an email address listed, and highlight the contact that you would like to email and click on the Send E-Mail button. This will open an Outlook email with the contacts email address in the TO field.  Once you send the email you will be asked if you want to Save a copy of the email into Sherpa, and a copy of the email will be saved in the Email Notes tab.

To Set a Main Contact

To make a contact the Main/Primary Contact (the contact whose information shows on the top of the Account Card when viewing the account), highlight the contact’s name in the contact list. Click on the Set as Main Contact button and it will refresh the top half of the screen with the new contact information. You must do this anytime you want to refresh the main contact’s info if you have edited it in the Contacts tab.

Transfer Contact

       This allows you to transfer a contact from one account to another or copy a contact into an additional account.

      Highlight the row of the contact you want to move / copy in the                                                                    

      Contact list and click on the Transfer Contact button.

Type in the beginning of the Company name you want to transfer the contact to or copy to.  Then highlight the company in the list and choose to Transfer to New Account (this will remove the contact from the current account and move it to the one chosen), or copy to New Account (this will create a copy of the contact to the new account - the contact will be in both accounts).

Social Media Contacts

A column for Social Media can be added to the Contacts tab that will reflect Yes or No for each contact showing if they have social media data entered. Click on the Yes or No to open the social media form. Making it much easier for you to quickly add or verify which contacts you have entered social media information for or not.

You can add links for any Social Media page associated with a contact.  Highlight the contact, click the Social Media button and a form will come up where you can enter the link to however many links you would like.  Once added, just click on the link and it will open your internet browser to the person’s profile.

To add a link, click on the + button, enter a description of the link, copy the web address from your internet browser for that person’s page and paste it into the Link field and click save.

Outlook Contacts

This feature allows authorized users to import contacts from Outlook into the current account, and export current account contacts to Outlook.

Click on the Outlook button and choose to either Import Contacts from Outlook or Export Contacts to Outlook.

If Importing Contacts from Outlook, once you click the button a form will pop up showing your current Outlook contacts on the left and your current Sherpa contacts for that account on the right.  Select the contacts on the left that you want to import from Outlook into the selected company in Sherpa and click on the Import button.

To Export the Sherpa contacts for the selected account into your Outlook contacts, click on the Export Contacts to Outlook button and a similar form will pop up, but with your current Sherpa contacts for that account on the left, and your current Outlook contacts on the right.  Choose the contacts you want to send to Outlook and click on the Export button.    

Save Grid Layout / Reset Grid Layout

You can reorder the Contacts tab columns to any desired order or sort & then click Save Grid Layout. This will save your preferences.  To reset to the default layout click Reset Grid Layout.