Managing contacts | InView

  • Updated

Product: InView
Applies to: Everyone
 

You can add contacts to their company and optionally, to additional entities.

I want to

  • Add a contact
  • Delete a contact
  • Link a contact to an entity

Steps

Adding a contact

  1. From the Connect menu, select Contacts.
  2. Click + Add Contact.
  3. Enter the information about the contact. Fields with an asterisk (*) are required.
  4. Click Save. The contact is added to the contact's company.
  5. (Optional.) To add the contact to other entities:
    • Click the Relationships tab.
    • Click Add Relationship.
    • In the Entity Type field, select the entity type to which you want to add the contact - asset manager, fund, or investor.
    • In the Name field, select the asset manager, fund, or investor.
    • Click Add.
  6. (Optional.) To add a note associated with the contact:
    • Click the Notes tab.
    • Click Add Note.
    • In the Topic field, enter a descriptive topic.
    • In the Body field, enter the text for the note.
    • To make the note private, slide the This note is private slider to the right.
    • Click Save. Note that links can only be added when adding a note from a document.

Deleting a contact

  1. From the Connect menu, select Contacts.
  2. Click on the name of the contact that you want to delete.
  3. Click the three dots menu at the top, right and select Delete.
  4. Click Delete.

Linking contacts to entities

  1. From the Connect menu, select Contacts.
  2. Click on the name of the contact that you want to link to an entity.
  3. Click the Relationships tab.
  4. Click Add Relationship.
  5. In the Entity Type field, select Asset Manager, Fund, or Investor.
  6. In the Name field, select the entity.
  7. Click Add.

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