Content - todoyu offers a very flexible address management system - maintain personal oder company addresses

Contacts

  • As you would expect, the top-level tab CONTACTS provides lists of companies and persons stored in todoyu.

    You can use the search to find company or person you want to contact. The search works in real-time, so it narrows the search results as you type in more characters.

    Add company

    Click the Create icon and choose New Company. Enter the name of the company and add contact information. Also add one or multiple addresses to the new company.

    Add employees

    To add company employees, press the New Person button in the employee section of the company. If the employee is already in the system, you can add them by typing their name in the person field. To add a new employee, press the Add New Person button and fill in the add new person form. Hit Save when done.

Functions:
  1. The contacts are arrange in a company or organization section, and a persons section.

  2. The contacts list. Addresses are shared, so anyone in your team can quickly get the phone number or e-mail address to contact a client.

  3. One way to search. Here only within the section (tab) you are in.

  4. But much more powerful and convenient is the search located in the header. Start typing the word and it will list you all it can find in todoyu, not only contacts.

  5. And to export the address data, simply make your search and then press the export button to download the .csv export file.



Overview of features presented in this tour

  • Portal
    • Central starting point
    • Overview of planned work
    • Access your individual filters
    Projects and Tasks
    • Create and manage projects
    • Add and assign tasks
    • Task bookmarks
    Team Collaboration
    • Communicate in tasks
    • Share files
  • Time Tracking
    • Daily time sheet
    • Monthly working journal
    Group Calendar
    • Add calendar events
    • Filter by teams or staff
    • Time zones and public holidays
    Contacts
    • Company addresses
    • Address book of persons
  • Reporting
    • Powerful reports in real time
    • Get the complete insight in your projects
    Saved Search
    • Create a search and save as filter
    Client Access
    • Give clients access to the teamwork
    • User rights and roles
    Open Source
    • todoyu is completly open source
    • no licence costs
    • extend it to your needs

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