Contact management
1Tool allows you to efficiently manage your contacts and contact groups. You no longer have to laboriously...
Contact management
- General
- Task Management
- Order Management
- User administration
- applicant management
- are built on?
- Accounting
- Dashboard
- Document Management
- revenue
- Financial management
- Company Wiki
- Import / Export
- integration/synchronization
- Calendar
-
Contact management
- Contact management
- Define contact types/views yourself
- Import / Export
- Export contacts
- duplicate detection
- Contact information
- Create contact group
- Create contact person/define contact person contact type
- Actions for multiple contacts/contact groups
- Contacts - Orders
- Worksheets Management Widget – Contact
- Add multiple contact addresses
- HTML Widget – Contact
- call log
- Quick Search
- label printing
- Contact History/Notes
- Salutation – Contacts
- Favorite Contacts
- Manage Distribution Lists
- contact map
- Mail Templates
- Change contact picture setting
- Change contact picture
- Industries
- Create new contact
- AZ contact search
- contact search
- Features
- Awards
- Email link
- Cost Management
- Navi
-
Newsletter
- Email Marketing Tool
- Create your newsletter
- Create newsletter template
- Newsletter settings
- Manage Distribution Lists
- Subsequent editing of content
- Insert newsletter content
- Forms
- Newsletter form
- Delete newsletter
- Optimize newsletter views
- Insert button element
- Insert icon element
- Newsletter salutations
- insert line
- Send your newsletters
- Insert text element
- Insert separator
- Insert unsubscribe link
- Create a newsletter campaign
- campaign management
- Campaign overview
- Insert picture element
- Newsletter template placeholder
- Newsletter registration on the homepage
- Newsletter reports
- Hard bounces cleanup
- Organization
- product management
- Projects
-
Invoices
- invoicing
- accounting groups
- reminder circles
- New bill
- to process bills
- Payment texts – invoices
- Invoice options
- Invoices – General settings
- Canceled invoices
- invoice report
- Discountable Products
- Payment methods
- Invoice/Payment Text Contacts
- Subscriptions
- data collection log
- Payments
- Sales data invoices
- Tax Free Invoices
- Create invoices/orders in a new phase
- revenue
- Rights and roles
- Reservations/Bookings
- resource plan
- seminar management
- Shop
- SMS marketing
- ticket system
-
Update
- BusyContacts plugin for 1Tool!
- New 1Tool Version 3.4.2 online!
- New 1Tool Version 3.3.27 online!
- 1Tool version 3.3.16
- The new 1Tool version 3.3.13
- Let our new 1Tool Version 3.3.2 inspire!
- Discover our new 1Tool Version 3.3!
- New features with 1Tool version 3.2.18
- The actual 1Tool Version 3.2.0 is now online!
- Opportunities
- ERP
- Time recording
Define contact types/views yourself
In order to be able to distinguish contacts more easily and quickly, you have the option of creating views and contact types yourself...
Import / Export
In the 1Tool contact management, you can import contact data from different sources (e.g. Outlook, Apple address book, Excel files, CSV files, VCard files, ...)...
Export contacts
With 1Tool you can also export existing contacts. To do this, click on Contacts – Export Contacts. She...
duplicate detection
Under Contacts - Duplicate Detection you can find and merge duplicate contacts in your contact list. Choose into...
Contact information
The contact information gives you a quick and uncomplicated overview of all relevant information from your customers. For contact information...
Create contact group
A contact group is a collection of contacts. These contact groups can be, for example, customers, partners, interested parties or even employees...
Create contact person/define contact person contact type
Im 1Tool you have the option of creating a contact person for each contact. A contact person of a company could...
Actions for multiple contacts/contact groups
Im 1Tool you can perform different operations on multiple specific contacts or contacts in a contact group at the same time....
Contacts - Orders
1Tool allows bulk orders to be placed. If you want all contacts to receive the same order, you can use this...
Worksheets Management Widget – Contact
The Spreadsheet Management widget allows you to easily create and manage spreadsheets for individual contacts. As in...
Add multiple contact addresses
If you want to add multiple addresses to a contact, you must first create an address widget for your contacts....
HTML Widget – Contact
With the HTML widget you can save important information and notes about your contacts. In contrast to...
Quick Search
With 1Tool-Quick Search allows you to search for contacts quickly and easily. First define under Administration – Contacts...
label printing
With the 1Tool you can print your own labels for your contacts. To do this, go to Contact –...
Contact History/Notes
1Tool offers its own widgets that allow you to accurately record the progress of your contact with employees or companies...
Salutation – Contacts
With 1Tool you can design your salutations individually. The settings for your salutation can be found under Administration...
Favorite Contacts
In order to maintain communication with important customers and partners, you can 1Tool Your favorite contacts...
Manage Distribution Lists
With the help of distribution lists, you can 1Tool Structure your contacts based on your interests. A newsletter that, for example...
contact map
You can find the contact map under Contacts – Contact map. This feature allows you to add one or more contact groups...
Mail Templates
In order to be able to process your e-mails faster, allows 1Tool the creation of mail templates, such as birthday mails, invitations,...
Change contact picture setting
Under Administration – Contacts – Thumbnail Settings you can set the minimum resolution of your contact images. Now enter...
Change contact picture
Click on the edit pen for your desired contact under master data to upload a contact picture. In the pop up...
Industries
In addition to contact groups, contacts can also be divided into industries. You can create a new industry under Administration – Contacts...
Create new contact
You can find this option under Contacts - New contact(s). You can then click directly on "+New contact"...
AZ contact search
With 1Tool you have the option of searching for contacts in alphabetical order. For the first settings of your contact search...
contact search
This feature allows you to search your saved contacts for contacts you specifically want. So that you...
Email link
In the contact view you will find the "Emails" tab on the right-hand side (if you...