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Website
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3min Explainer Walkthrough
- Generate a Design
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Page Management
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Page Editing
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Form Builder
- Updating Your Navigation Menu
- Understanding Posts
- Creating Post Categories
- Creating Your First Post
- Restricting Page Access
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Search Engine Optimization
- Setting Up Google Marketing Tools
- Setting Up Google Analytics 4 E-commerce Tracking
- Setting Up Microsoft Marketing Tools
- Optimizing Images For Web
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Analytics
- Third Party Embed Code
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3min Explainer Walkthrough
- Contacts
- Marketing
- Commerce
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Apps
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Setup Affiliates
- Setup The Xero Integration
- Setup The MYOB AccountRight Integration
- Setup The Cliniko Integration
- Setup The Simpro Integration
- Setup The Xero Practice Manager Integration
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Setup Recurring Sales
- Setup The QuickBooks Online Integration
- Setup the Zoho Integration
- Setup The Eventbrite Integration
- Setup The GoSweetSpot Integration
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Setup Affiliates
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Settings and Config
- Going Live
- Updating Your Billing Details
- Changing Your Oncord Plan
- Managing Administrators
- Registering a Domain Name
- Changing Your Domain Name
- Backing Up Your Website
- Choosing an E-mail Host
- Importing Via Imap
- Setting Up Gmail Hosting
- Setting Up Office 365 Hosting
- Setting Up Sub Domains
- Hosting a Sub-Site
Companies and Relationships
Types of Contacts
Oncord has two types of contact records: Individual and Company.
To set the type of contact record, create or edit an existing contact and set the Contact Type to Individual or Company:
When viewed in a list, they are represented by the following icons:
Creating Relationships
Contact records can be linked together by creating relationships. To create a relationship between two contacts:
open
one contact's profile and click "Edit Relationships".
Click
"New Relationship"
A dialog box will appear where you can link the two contacts.
Removing Relationships
To remove the relationship between two contacts:
open
one contact's profile and click "Edit Relationships".
Click
the relationship between two contacts. In this case, click "is Director of".
A
confirmation box will appear so that you can confirm to delete the relationship.
Importing Records
You can use the Customers > Contacts > Import tool to import a spreadsheet of contacts. If you map a column to the "Company" field, any Individual contacts will be linked to create a new relationship of type "Employee" to the Company record specified in the spreadsheet.
Ultimately, this may result in more contact records being created than the number of rows in the spreadsheet. This is due to both individual records and company records being created. If an existing company record exists, it will be used.
Personalisation
When using the 'Company' personalisation tag (such as when running an email marketing campaign) and an Individual contact is used / sent to, the first linked company to that contact will be used.