These fields are for linking two things in Tactile CRM together. There are three ways they can be used.

The first, is when you are wanting to link to an existing record in Tactile CRM. For example, if you want to add a new Person to an existing Organisation, you can search for the Organisation by typing its name:

If any results are found, they will be displayed in a list under the input, with any you have recently viewed at the top of the list:

Clicking on any of these results will select it, and the field will change to show your selection. If you wish to cancel the selection, click on the ‘Clear’ link:

The second way is when you wish to create a new record when the form is submitted. For example, you are adding a new Person, and want to specify the Organisation they belong to, but neither are present in your system yet. Simply type the full name of the object, and by choosing not to select from any matching results, the text ‘New’ appears next to the field:

Submitting the form in this state means that a new Organisation with the name ‘Tasty Sandwiches’ will be created, and the new Person will be linked to them.

The third way to use these fields is when you want to create a new record, but wish to specify more than just the name. When the ‘New’ indicator is displayed, by clicking on the plus sign next to it you can launch a window where you can add more information:

When the popup form is submitted, the field is populated as if you had chosen from a search result; the new Organisation is already saved.

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action

1. Open Outlook
2. Choose “Import and Export” from the File menu
3. Wait for the wizard to open, select “Export to a file” and click “Next”
4. Choose “Comma Separated Values (Windows)” and click “Next”
5. Choose the Contacts folder you would like to export and click “Next”
6. Choose a filename and where you would like to save the file (for instance, “tactile_import.csv” on your Desktop), then click “Next”
7. Confirm what you are exporting: make sure the checkbox next to “Export…” is checked and click “Finish”

It doesn’t stop there though. If you want to restrict the export by Tags or Town, you can do that too, you’ll even get a list of Tags separated by “|” in the export file.

• Select the contacts you want to export
• Click ‘File’ -> ‘Export’ -> ‘Export vCard…’
• Choose a filename and where you would like to save the file (for instance, “tactile_import” on your Desktop), then click “Next”
• Then click on ‘Import contacts into Tactile’ in either the contact or leads module and follow the instructions there.

Once you’ve clicked ‘Save’, you’ll be shown all the details you’ve entered and the ‘Contact Information’ (Phone, Fax, Mobile, Email, etc.) are shown in a list near the top-right of the page. Any you entered while creating the contact will be shown here – they’re assumed to be the ‘Main’ method, but this is just a label that you can change.

You can edit any of the existing contact methods or add new ones by clicking on the ‘Update’ link. A pop up window will appear:

To add a new Contact Method, click the ‘Add another Contact Method’ link, enter the details in the boxes that appear and click save.