Difference between revisions of "Create Contact Screen"
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*'''Title''' | *'''Title''' | ||
*'''Department''' | *'''Department''' | ||
| − | *'''Preferred Currency''' - | + | *'''Preferred Currency''' - This indicates the preferred currency for the lead. Select the currency from the drop down menu. The default is set during [[Configuring Your Applications#Configuring_the_CRM.2FSFA_Application|CRM/SFA Configuration]]. |
*'''Initial Account''' - Enter the initial accounts internal name, or click the [[lookup widget|lookup widget]] to bring up a Find Account screen. You can search for the account by name or phone number, or select the account from the list on the Find Account screen. | *'''Initial Account''' - Enter the initial accounts internal name, or click the [[lookup widget|lookup widget]] to bring up a Find Account screen. You can search for the account by name or phone number, or select the account from the list on the Find Account screen. | ||
*'''Description''' - Enter any relevant information about the contact in the field provided. | *'''Description''' - Enter any relevant information about the contact in the field provided. | ||
Revision as of 06:58, 27 September 2007
Creating a New Contact
The Create Contact screen allows you to add new contacts to your contact list with more complete details than the quick add section that appears on every page within the Contact section of Opentaps. Enter the appropriate contact details into the following fields:
- First Name/Last Name
- First Name (Local) / Last Name (Local) - The Local contact name is...
- Salutation
- Birth Date - You can enter the birth date manually or you can use the lookup widget to select the date from a calendar.
- Title
- Department
- Preferred Currency - This indicates the preferred currency for the lead. Select the currency from the drop down menu. The default is set during CRM/SFA Configuration.
- Initial Account - Enter the initial accounts internal name, or click the lookup widget to bring up a Find Account screen. You can search for the account by name or phone number, or select the account from the list on the Find Account screen.
- Description - Enter any relevant information about the contact in the field provided.
- Important Note - This field allows you to make important notes about a contact, so that any critical information you would like noted any time the contact is viewed will be distinct from the contact description.
The Create Contact screen also allows you to enter the relevant phone, email, and primary address information.
