Contacts and Companies
Contacts and Companies are the free module of Mokapen to collect the contact points and corporate information of an Organization's network, such as customers, partners, suppliers or leads.
Each Contact or Company is securely saved on Mokapen's cloud servers and is visible only to users with the role of Member or Owner within the Organization. A user with the role of Owner in an Organization, can also duplicate Contacts and Companies and import them into another Organization to which he belongs.
Both Contacts and Companies can also be associated with Tasks, Projects and Tickets in order to keep track of the work to be done for each of them. For example, by opening the tab of a Contact, you will see all the Tasks, Projects and Tickets associated with it.
Contacts
They are natural persons, such as customers, suppliers, partners, collaborators or leads who are saved within an Organization. A Contact can also belong to a saved Company.
Create a Contact
A Contact is characterized by values that can be set:
- Type: defines the type of Contact, for example "Customer", "Supplier", "Partner", "Lead", etc ..
- Role: defines the business role of the Contact, for example "Chief Executive Officer", "Marketing Manager", etc ...
- Company: Since Contacts and Companies are linked, the single Contact can be associated with an already created Company or create a new one.
- Description: Contains all useful information for the Contact and it is also possible to mention other members of the Organization by typing "@" and the member's name.
- Email: It is possible to add up to 3 email addresses for the Contact and a certified email address (PEC).
- Telephone: It is possible to add up to 3 telephone numbers for the Contact.
- Address: It is possible to add up to 3 addresses for the Contact.
- VAT number: Register the VAT number or the Fiscal Code of the Contact.
- Visibility: A Contact can be set up with Public or Private visibility. Each Contact created is by default of public visibility to all users who are members of the Organization, while guest users cannot see the Contacts. A private Contact, on the other hand, is visible only to the user who created it and to the users mentioned in the description of the Contact.
- Attachments: It is possible to attach files to the Contact. Organizations with Free package have up to 100MB of online space to upload files to attach. With the Premium packages, on the other hand, it is possible to extend the online space or connect Mokapen to your cloud storage account (for example, Google Drive or Dropbox) to attach files directly from the user's cloud. You can see the details of your organization's plan on the information page.
- Connections: A Contact can be connected to Tasks, Projects or Tickets in order to keep track of activities related to a customer or partner. In this way, by opening the Contact form, you can see all the activities connected to it.
Access your Contacts via your Contacts page.
Company
They are the companies of customers, suppliers, partners, collaborators or leads that are saved within an organization. A Company may contain Saved Contacts.
Create a Company
A Company is characterized by values that can be set:
- Sector: defines the sector in which the Company operates, for example "Energy", "ICT", "Pharmaceutical", etc ..
- Description: Contains all useful information for the Company and it is also possible to mention other members of the Organization by typing "@" and the name of the member.
- Email: It is possible to add up to 3 email addresses for the Company and a certified email address (PEC).
- Telephone: It is possible to add up to 3 telephone numbers for the Contact.
- Address: It is possible to add up to 3 addresses for the Contact.
- VAT number: Register the Company's VAT number.
- Visibility: A Company can be set up with Public or Private visibility. Each company created is by default of public visibility to all users who are members of the Organization, while guest users cannot see the companies. A private company, on the other hand, is visible only to the user who created it and to the users mentioned in the description of the company.
- Attachments: It is possible to attach files to the Company. Organizations with Free package have up to 100MB of online space to upload files to attach. With the Premium packages, on the other hand, it is possible to extend the online space or connect Mokapen to your cloud storage account (for example, Google Drive or Dropbox) to attach files directly from the user's cloud. You can see the details of your organization's plan on the information page.
- Connections: A Company can be connected to Tasks, Projects or Tickets in order to keep track of activities related to a customer or partner. In this way, by opening the Company card, it is possible to see all the activities connected to it.
Access your Companies via your Companies page.
