Field | Description |
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. |