Frequently asked questions
Questions about tasks and action plans are in the Tasks and action plans section.
Can a request be addressed to several people?
Section titled “Can a request be addressed to several people?”Yes, for example your client and their accountant. Add each person in the Participants card with Add a person. Each one gets their own link and only sees what is assigned to them.
Everything the request receives is filed in the folder of one person, the one marked File. One folder per person is planned. See Involve a client’s accountant or another third party.
How do you delete a contact?
Section titled “How do you delete a contact?”Open the contact’s page. In the Privacy tools card, on the right of the Overview tab or on the Privacy tab, click Anonymize this contact. The Delete the contact window lists what will be deleted and what will be kept. Type the contact’s name, then the word “delete”, and click Delete and anonymize. This cannot be undone.
For several contacts, tick them on the Contacts page, click Delete, type “delete”, then click Delete permanently. See what remains of an anonymised contact.
Can you enter yourself the information a client gives you by phone?
Section titled “Can you enter yourself the information a client gives you by phone?”Yes, on the contact’s page. For their contact details, click Edit in the Contact details card of the Overview tab, then Save.
For other information, open the Info tab and click Add. Choose an information block from your catalogue, or a type under Quick entries: Text, Email, Phone, Date, Credit card or Password. Fill it in, then click Create. meo encrypts what you save this way. For a file, use the Documents tab.
How many contacts can you import at once?
Section titled “How many contacts can you import at once?”Up to 5,000 contacts per file; empty rows do not count. If your file holds more, meo refuses it before the import: split it into several files and import them one after the other. See Import your contacts from other software.
What remains of an anonymised contact?
Section titled “What remains of an anonymised contact?”Their record, read-only. Their name, company, job title and address are replaced with “[Supprimé]”, in both languages, and their email and phone number are erased. Their documents and all the contents of their folder are permanently deleted, as is the information on their Info tab. Their active shares are revoked.
For tracking and audit, meo keeps their request history (anonymised), the consent records and the activity logs. Your internal notes remain, archived. On the Contacts page, the contact shows the Anonymized mention when the filter displays Anonymized or All contacts.
How do you quickly find a contact?
Section titled “How do you quickly find a contact?”Click Search… at the top of the screen, or press ⌘ K (Ctrl K on Windows). Type the contact’s name or email, choose the Contacts filter if needed, then click the result to open their page.
On the Contacts page, the filter above the list also narrows the list by Status, Owner or Tags.
How do you display encrypted information on a contact record?
Section titled “How do you display encrypted information on a contact record?”Open the page’s Info tab, then click Reveal the content under the information. meo decrypts and shows it; its copy buttons copy it without retyping. Click Hide to hide it again.
Displaying encrypted information requires the permission to view sensitive information, which the Viewer role does not have. meo keeps a record of each display. The tab’s Encrypted filter shows only this information.