View Contact Screen
The "View Contact" screen allows you to view and edit contact details.
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
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.
This section will list any marketing campaigns applied to the lead with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking the [Add] button.
The "Pending Activities" section lists activities that have been created but have not yet been completed. The list can be sorted alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Due Date".
Clicking [New Event] will link you to the Create Event Screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the Create Task Screen of the Activities section.
Payment and Shipping Accounts
The "Activities History" section lists previous activities that have already been completed. Like the "Pending Activities" section, you can sort the list alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Completion Date".
Clicking either the [Log Call] button or [Log Email] button will link you to the Log Task Screen of the Activities section of opentaps CRM, with the appropriate data fields to store the call or email information.
This section tracks information relating to previous catalog requests including date the request was taken, address the catalog was sent to, who the request was taken by, and whether the request has been fulfilled or not.
Bookmarks and Files
This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the lead. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.
In this section you can make private or public notes about an order. Clicking the [Create New] button will take you to the "Add Note" screen, where you can enter the note into an information section and select whether the note is an internal note from the drop down menu. An internal note is absent on printed documents and unavailable to anyone not logged in as the user who created the note. Click the [Save] button to save the note and return to the "View Order Screen" or click the [Go Back] button to return to the screen without saving.
If a note is labeled "internal", you have the option of clicking the [Make Public] button from the "View Order" screen to change its status. Similarly, if a note is not labeled "internal" you have the option of clicking the [Make Private] button to change its status.