About Your Contact Database | teamgram

About Your Contact Database

TeamGram keeps track of the people and businesses you deal with. This is much more than a list of names, phone numbers and email addresses. You can click on any name, and access the complete history of your dealings with a specific person or a company.

TeamGram uses two different entity types (records) to keep track of who you deal with:

  • Companies are businesses you deal with. Typically, they are your customers, but you may also want to create company records for your suppliers, banks, government agencies and other institutions you do business with.
  • Contacts are people your company deals with. They may be individual customers, or people working in companies. Either way, you must store details about real people in Contacts.

You can have multiple contacts in a company.

To select the company a contact works at, simply enter the company name in the contact's.

To list all of your contacts at a company, select that company, and click on the Contacts tab under it.

  

When your contacts change the companies they work for...

If one of your contacts leaves the company he or she used to work for, do not delete that contact, and do not change the company name. Instead, edit the contact, and choose "No longer working" next to the company name. That way, you can preserve previous relationships with this person.

 

 

If a contact stops working for a company and starts working with another company, do not update the company name in that person's contact record. Instead, update the first contact as "No longer working", and create a new contact with the company name set to his or her new employer.