Contacts - Contact View
The Contact View page is divided into the following sections:
|Actions||The following Actions can be taken for a contact:|
Edit - Opens the Customer Edit page.
Email - Generates an email for the customer.
Email Login - Generates an email for contact to activate their account.
|These boxes provide general information about this contact.|
Total Balance and Current Order - shows the total balance of all this contacts orders
Active Quotes - shows the total value of active quotes.
This Year - shows the total value of orders this year.
Last Year - shows the total value of orders last year.
|Contact Details||This shows general details for this contact.|
|Stored Credit Card Profiles||This shows any Stored Credit Card Profiles for this contact.|
To edit, add, or delete Stored Credit Card Profiles. (See Contacts-Financial)
|Notes||This shows any Notes for this contact.|
To edit, add, or delete Notes. (See General-Notes)
|Tasks||This shows any Tasks for this contact.|
To edit, add, or delete Tasks. (See Communications-Tasks)
|Orders||This shows any Orders for this contact.|
To edit, add, or delete Orders. (See Quotes/Orders-Orders)
|Items||This shows any Items for this customer.|
To edit, add, or delete Items. (See Quotes/Orders-Items)