Extended Contact Management

This chapters covers everything you need to know about managing contacts. This chapter is divided into the following sections:

View all related contact persons of a contact

To view a list of all related contact persons, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Contacts.
  • A list containing all contacts is displayed. The contact list contains all contacts, customers and vendors.
  • Select a contact from the list.
  • The Contact Card is displayed.
  • Click on Related > Related Information > Related Contacts in the menu bar.
  • A list of all the contact persons related to this contact is displayed.