Contacts - General
Modified on: Tue, 20 Apr, 2021 at 1:01 PM
|Contact Name||This is the Contact's name that will appear throughout the system.|
|Avatar Image||Select an image (e.g. contact portrait) to use to represent this contact.|
|Title||This is the Contact's title and will only appear on their page.|
|Customer||This is the customer that the Contact belongs to.|
Note: These options can be modified. (See CRM - Customers)
|Phone||This is the main phone number for the Contact and will display on all quotes and orders for this Contact.|
|Fax||This is the main fax number for the Contact and will display on all quotes and orders for this Contact.|
|Email||This is the main email address for the Contact and will display on all quotes and orders for this Contact, and be their default email address when sending emails.|
|Add New||This allows for additional contact information (e.g. phone, mobile, pager, etc.) to be added.|
Note: When adding a Facebook/Twitter/Instagram account, only the username is needed. You do not need to add www. or @ symbol.
e.g. Facebook account would only need to be entered as 'Username' not 'www.facebook.com/Username'
|Tags||The tags selected can be used to identify information about this Contact or to filter down a list for sales or marketing. |
Tags can be selected from the drop-down or manually entered.
Note: Manually entered Tags will automatically be added to Customer Tags (See Customer - Tags)
|Requires PO||If this is set to Yes, an order cannot be placed online without a value in the PO field.|
|Credit Card Processing Account||This is the default Credit Card Processing Account that will be used for this contact when making credit card payments.|
|PO Character Count||If this has been set, an order cannot be placed online without a value with the correct number of characters in the PO field.|
Note: This field is only visible if Requires PO set to Yes.
An online order cannot be submitted without the correct number of PO characters.
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