Contacts are people who may be associated directly with CRM Accounts,
Customers, Ship-To Addresses, Vendors, Vendor Addresses, and Warehouses. To
create a new Contact, select the "New Contacts" option. The following screen
will appear:
When creating a new Contact, you are presented with the following
options:
- Title
Select a Title from the list of available Titles.
- First
Enter the Contact's first name.
- Last
Enter the Contact's last name.
- Initials
Enter the Contact's initials.
- CRM Account
Specify the CRM Account the Contact is associated with (if any).
Contacts may also be attached to a CRM Account on the Account
master.
- Active
Select if you are actively doing business with this Contact. Not
selecting makes the Contact inactive.
- Job Title
Enter the Contact's job title.
- Voice
Enter the Contact's phone number.
- Alternate
Enter an alternate phone number for the Contact.
- Fax
Enter the Contact's fax number.
- E-Mail
Enter the Contact's e-mail address.
- Web
Enter the Contact's website address.
Note
If a new Address is manually entered here, that Address will be
added automatically to the master list of Addresses.
- Address
-
Manually enter Address information in the fields below—or use
the browse button to select pre-existing Address information.
- Street Address
Enter the street Address for the Contact.
- City:
Enter the city where the Contact is located.
- State:
Enter the state where the Contact is located.
- Postal Code
Enter the Postal Code for the Contact.
- Country:
Enter the country where the Contact is located.
- Notes
This is a scrolling text field with word-wrapping for entering
Notes related to the Contact. Any Notes entered on this screen are for
internal purposes only.
To add Comments to a Contact, select the "Comments" tab at the bottom
of the "Contact" screen. The following screen will appear:
When adding Comments to a Contact, you are presented with the
following options:
- Comments
Display lists Comments related to the Contact.
To the far right of the screen, the following buttons are
available:
- NEW
Opens the screen for creating a new Contact Comment.
- VIEW
Opens a read-only view of the Contact Comment.
To enter a new Contact Comment, select the NEW button. The following
screen will appear:
- Comment Type
Specify one of the following Comment Types from the drop-down
list: ChangeLog or General. Comment Types are used to categorize
Comments. Once you have specified a Comment Type, you may type your
Comment in the main text area. The text area features word-wrapping
and scroll-bar support for longer Comments.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating the Contact Comment,
returning you to the previous screen.
- SAVE
Creates the Comment and adds it to the list of Contact
Comments.
Contact Characteristics are user-defined definitions of a Contact
which may be used to provide additional layers of description. To enter
Characteristics associated with a Contact, select the
"Characteristics" tab. The following screen will appear:
Tip
Use Contact Characteristics, for example, to record and remember a
Contact's birthday—or similar personal information.
- Characteristics
Display lists the Characteristics related to the Contact.
To the far right of the screen, the following buttons are
available:
- NEW
Opens screen for creating a new Contact Characteristic.
- EDIT
Enables you to edit highlighted Contact Characteristics. The
edit screen is the same as that for creating a new Contact
Characteristic—except that when editing, the fields will contain
Contact Characteristic information. Double-clicking on a Contact
Characteristic will also bring you to the editing screen.
- DELETE
Highlight a Contact Characteristic and then select this button
to remove the Contact Characteristic from the list.
To create a new Contact Characteristic, select the NEW button. The
following screen will appear:
When creating a new Contact Characteristic, you are presented with the
following options:
- Characteristic
Select a Characteristic from the list of Characteristics
designated as being available for use as Contact
Characteristics.
- Value
Enter a value to associate with the Characteristic.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating the Contact Characteristic,
returning you to the previous screen.
- SAVE
Creates the Contact Characteristic and adds it to the list of
Contact Characteristics
To locate where in the application the Contact is used, select the
"Uses of the Contact" tab. The following screen will appear:
The "Uses of the Contact" list displays information on all Contact
cross-references, including used-at reference, CRM Account Number, CRM
Account name, role, and active status.
To the far right of the list, the following buttons are
available:
- EDIT
Enables you to edit highlighted used-at references.
- VIEW
Highlight a used-at reference and then select this button to
reach a read-only view of the "Edit" screen.
