Assigning Workitems To A Contact

Assigning Workitems To A Contact


Learn how to assign workitems to a contact.

Not all incoming workitems will necessarily be associated with an existing contact record. If a workitem displays “no contact found” at the top of your workspace, you need to decide if you want to associate the workitem with a contact or create a new contact for this workitem.

No Contact Found Example

If a workitem is initiated for a new or unassigned contact, you will see a note in red text telling you that you need to assign a contact. You can do this by either creating a new contact while handling the workitem, or by selecting an existing contact and assigning the workitem to it.

Contact Icon & Contact Search

In the upper, left-hand portion of the Vertical Navigation Bar, you will see an icon called “Contact.” The search box to the right of this icon is context-sensitive, so if you click the icon, the thing you’ll be searching on deals with contacts stored in the mini-CRM system.

Contact Search

To do a contact search, you can click on the magnifying glass icon to the right of the search text box as a “wildcard.” Alternately, you can type in a name and then click on the magnifying glass icon to tighten your search.

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.