What is the difference between a client and a prospect?
In Fotostudio, we distinguish 4 types of contacts: prospects, clients, suppliers, and partners.
A prospect
A prospect is a person who contacts you and has a shooting project. We don't know yet if we will work with this person.
The advantage of a prospect is that they are found in a dedicated menu Prospects and have a status (new, email sent, to be contacted again, etc.), which allows us to follow up with this person.
If a shooting is confiEinige LeserWhy and how to merge two contacts?
In Fotostudio, you have the option to merge contacts.
Why merge a contact?
It can happen that you end up with duplicate contacts and want to gather all the duplicate's information into a single contact. This is what contact merging is for.
Duplicate contacts can occur if you create two files for the same contact, or when a contact already registered in Fotostudio contacts you again via your contact form, for example.
How to merge a contact?
In the file of the contact to be merged, yEinige LeserIs it possible to add my own types of contacts?
Currently, it is not possible to create your own types of contacts.
Fotostudio offers 4 types of contact:
Prospect
Client
Supplier
Partner
To know the difference between a prospect and a client, see the article What is the difference between a client and a prospect?.Einige LeserWhy and how to archive a contact?
In Fotostudio, you have the option to archive a contact.
Why archive a contact?
As your activity grows, you will accumulate a large number of contacts. It can be useful for better organization to sort through and thus archive contacts that are no longer needed to lighten your database.
How to archive a contact?
In the file of the contact you wish to archive, you will find an Archive button at the bottom of the left column.
Where to find all the archived contacts?
Once archived, a cEinige LeserHow to perform an advanced search to filter my contacts?
There may be times when you need to perform an advanced search using filters in your contact list.
For example, you can filter your contacts by type of shoot, shooting status, city, invoiced amount, etc.
Just go to Contacts > Advanced Search and then add the filters you want to apply or use a search that has already been saved.
