Contacts - Creating a New Contact


Contacts can be accessed from: 

  A)      The Contacts tab under CRM

OR

  B)      The Customer View page

Step     Action

  1.      Select {New} under Contacts. A New Contact page will open.

  2.      Complete the General fields.

Field

Description 

Name
Enter the contact's Name.
Title
Enter the contact's Title.
Customer
Select Customer from the drop-down menu.

Note: These options can be modified. (See CRM-Customers)

Phone
Enter in the contact’s Phone number.
Fax
Enter contact Fax number.
Email
Enter contact Email address.
Tags
Select one or more Tags from the drop-down menu.

Note: These options can be modified. (See Customer-Tags)

Selectable Select Yes or No to indicate if language is selectable for this contact.

Note: This fields only applies to active users for the system.
Language Select a Language from the drop-down menu.

Note: This fields only applies to active users for the system.

 

  3.      Select {Save}. The page will now show the name of the new contact.

              Note: The option to add additional contact information will be available 

              once the General contact information has been saved and the new 

              contact page generated. (See Contacts-Locations and Contacts-Login)