Master Data: contacts and organizations

The address book every module shares: adding organizations and contacts, what each is to you, addresses, owners, connections, tags, finding anyone, merging duplicates, and archiving or deleting.

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Language
English
Length
6:30
Subtitles
English

Chapters

  1. 0:00Where this lives
  2. 0:27Add an organization
  3. 0:46What the organization is to you
  4. 1:17The people who work there
  5. 1:33Addresses
  6. 1:45What every module holds for it
  7. 2:08Settings that live with a module
  8. 2:31Add a contact
  9. 2:53Owner and sharing
  10. 3:14Who is connected to whom
  11. 3:32Find anyone
  12. 3:52Tags
  13. 4:18Find everything with a tag
  14. 4:35Keep tags tidy
  15. 4:58Tidy many at once
  16. 5:14Merge duplicates
  17. 5:33Archive or delete
  18. 5:55Ask Luma
  19. 6:24Wrap-up

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