Who can see this: everyone with access to the contact’s unit. Creating new statuses in the catalog is for Administrator, Company Manager, Area Manager, or Unit Manager.The Tartini interface is in Portuguese. Screen and button names appear here exactly as on screen, with the translation in parentheses.
What’s in the record
Where to find it: Inbox > Contatos, click a contact, or in the conversation’s details panel, “Abrir ficha”. The record shows the identity card (name, channel, unit, phone number, and “na base desde”), the status, the contact fields, the tags, the notes, the conversations, and the links to other contacts or units.Edit the name
1
Click the pencil
Next to the name, at the top of the record.
2
Type the new name
Press Enter to save, or Esc to cancel.
Change the contact’s status
By default the contact stays “Sem status”. Where to find it: status selector, at the top of the record.1
Click the status selector
Shows the list of statuses set up by the company.
2
Choose a status
The screen confirms the change with the new status name.
With no status set up yet, the screen shows “Criar em Identidade › Operações” for managers, or “Peça a um gestor para criar a lista de status” for everyone else.
Fill in the contact’s fields
Where to find it: Campos do contato (Contact fields) card.1
Click Editar (Edit)
On the field you want to fill in.
2
Type the value
The format is validated according to the field type, such as email, CPF, CNPJ, or date.
3
Save
Press Enter, or Esc to cancel.
Saving it empty clears the field. A field filled in by Tino shows “Tino · data”; click to read the conversation where he collected the data.
Apply tags
Where to find it: Tags card.1
Click Tag
Opens the “Nome da tag” field.
2
Choose or create
Select a suggestion from the catalog or type a new name and choose a color.
Tags applied by a campaign show a megaphone icon.
Write a note about the contact
Where to find it: Notas (Notes) card.1
Write in the field
”Escrever uma nota sobre este contato…”, up to 5000 characters.
2
Choose the type
”Pedido” or “Informação”.
3
Click Salvar nota (Save note)
The screen confirms “Nota registrada!”.
Notes written by Tino can never be deleted: they’re the evidence of what was promised to the customer. Your own note can be removed, with confirmation.
See the conversations and links
The Conversas (Conversations) card lists up to the 50 most recent conversations, with status, channel, department, agent, and the link to the Scout evaluation. The Vínculos (Links) card shows contacts with the same phone number on another channel (merge candidates) and this same contact’s record in other units.The record loads a maximum of 50 conversations. The actual total appears in the card header.
Frequently asked questions
Can I delete the note Tino wrote?
Can I delete the note Tino wrote?
No. It’s the proof of what was agreed with the customer during the conversation.
Why does the conversation list only show 50?
Why does the conversation list only show 50?
That’s the record’s limit. The number in the card header shows the actual total.
Does the same person in another unit count as a duplicate?
Does the same person in another unit count as a duplicate?
No. Each unit has its own record, with its own history and status.