View Contact Screen

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Revision as of 05:39, 21 September 2007 by JRZeitlin (talk | contribs) (Contact Information)
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The "View Contact" screen allows you to view and edit contact details.

Contact

This section displays general information about the contact, including name, title, birth date, department, preferred currency, and the person responsible for this contact. Clicking the [Edit] button will bring up the "Edit Contact" screen

Contact Information

The "Contact Information" section details all of the contact data you have entered for the contact. Enter the following contact data:

  • Create Address - Clicking [Create Address] will prompt you to select the "Purpose" (from the drop down menu), "Name/Attention Name", Address details, "Directions", and whether to "Allow Solicitation" (also from a drop down menu). After you have created the contact, from the View Contact Screen you will be able to map the address using Google maps, or generate a catalog request. The date and time will be automatically recorded after any edits or actions associated with the address.
  • Create Phone Number - Clicking the [Create New Phone Number] button will prompt you to enter the "Purpose" (from the drop down menu), "Phone Number/Extension", "Person to Ask For", and whether to Allow Solicitation (also from a drop down menu).
  • Create Email - Clicking [Create Email] will prompt you to enter the "Purpose" (from the drop down menu), "Email Address", and whether to "Allow Solicitation" (also from a drop down menu).
  • Create Web URL - Clicking "Create Web URL" will prompt you to enter the "Purpose" (from the drop down menu), "Web URL/Address", and whether to "Allow Solicitation" (also from a drop down menu).

To edit previously entered data, click the [Update] button next to the relevant field. To close a previously entered channel of communication (phone number, email, etc.) click the [Expire] button next to the relevant field.

Marketing Campaigns

Pending Activities

Accounts

Open Orders

Opportunities

Payment and Shipping Accounts

Cases

Activities History

Catalog Requests

Bookmarks and Files

Contact Forms

Notes