Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Customer Knowledge base

Getting Started with EasyBase

Last updated March 30, 2024

Contact Management

The following section is designed to offer a comprehensive guide on creating, managing, and deleting data within the EasyBase system. We’ll take you through the step-by-step process of creating a contact, managing a contact, and subsequently deleting a contact.

Create New Contact

We’ve streamlined the contact creation process in EasyBase to be as effortless and user-friendly as possible. With just a few clicks, you can easily add a new contact to your database. To get started, simply access the ‘Contacts’ tab from the navigation bar and then click on the ‘Create New +’ button.

Following this, a window similar to the one below will appear.

Here, you can input all the necessary contact information. To create a contact, only the ‘title’ and ‘last name’ fields are mandatory, although you can always include additional relevant details at a later stage. Once you’ve entered all the contact’s information, you’ll need to decide how to categorize the contact. We suggest saving a contact as an ‘enquiry’ if they are a potential customer. However, you also have the option to save the contact as a ‘Job’ if they are an existing or confirmed customer.

Modify a Contact

After adding your initial contact, you might find the need to revisit and update or include additional details that were not initially provided. Modifying a contact is a straightforward process. Begin by returning to the ‘Contacts’ tab. Here, you have two options: you can either double-click on a contact to open its details in a new window, or alternatively, you can click on the small blue button located on the row of the contact you wish to edit, which will also open the details in a new window.

Once you’ve opened your contact in a new window, you’ll observe that it’s the same interface used in the previous step where we created our contact. This consistency in interface design ensures a seamless user experience. Here, you can edit or update the contact’s details, and you’ll find the same buttons as before, allowing you to easily generate a new enquiry, job, or service call for this contact.

It’s worth noting that there isn’t a dedicated save button visible at all times. Instead, the save button will only appear when you make changes to any of the contact’s data.

Therefore, if you’re simply looking to modify a record, ensure to make the necessary changes first, and then the save button will become visible for you to confirm the modifications.

Delete Contact

Now, while this step isn’t typically necessary for most users, it’s essential to address it in case the need arises in the future: deleting a contact’s record from the system.

There are two methods to approach this: bulk delete or individual delete. Bulk deletion involves selecting multiple contacts using the checkbox provided in each row and then clicking the delete button located at the top of the window, just below the search bar. The second option is to delete a contact individually by using the red delete button on the respective row of the contact.

It’s important to note that deleting a contact will also result in the removal of all associated files and other records, such as enquiry, job, or service call details. Therefore, exercise caution when deleting contacts to avoid unintended data loss.