Contact Management

Navigation
Select Search > Contacts > Use the search filters to find the contact > Select the contact in the Results Grid > Click Edit.
Overview
Manage contacts by site, customer or both.
• Use the Change Customer button to change the customer.
• Use the Change Site button to change the site.
• Marketing Tab
• Customer Tab
• Site Tab
• Tasks Tab
• Notes Tab
• Opportunities
Fields
Customer Code	Customer Name		Change Customer
Site Code	Site Name		Change Site
Contact Name	Type		Est Date
Title	Salutation
Address	First Name		Last Name
Address	City		Work Phone/Ext
Address	State		Zip
Country	Email		Fax No
Search
Marketing Tab
Overview
Manage marketing options for attracting new customers.
Fields
Opt Out
Contact by Phone		Contact by Email
Contact by Mail		Contact by Fax
Twitter		LinkedIn
Teams		Web
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Customer Tab
Overview
Displays the customer information for customer contacts.
Fields
Customer Name	Customer No
Address	Phone No
Address	Fax No
Address	Active
City	State	Zip Code
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Site Tab
Overview
For site contacts, displays the site. For customer contacts, displays the customer's site list.
Site Name			Site Code
Address
Address
Address
City	State	Zip Code
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Tasks Tab
Overview
Tasks are managed using the Task Management form.
• Use the More drop-list to add a new task
• Select Edit in the results grid to edit an existing task.
• Select Replicate in the results grid to replicate the task.
• Select Remove in the results grid to remove the Task.
Fields
Task Type	Task Desc
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Notes Tab Overview Notes are managed on the Notes Tab.   • Use the More drop-list to toggle the form to add a new site note. • Use the More drop-list to toggle the form to search for an existing site note. • Click the Edit option in the Results Grid to edit an existing site note. • Click the Remove option in the Results Grid to remove an existing site note. Fields Category       Note
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Opportunities Tab
Overview
Provides a list of job opportunities by contact.
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